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Showing 1 - 10 of 305 results for "Estate planning"

SMSF Association announces board director changes

MATTHEW WAI  |  WEDNESDAY, 30 OCT 2024
... leadership level. Griffiths has a sophisticated background in legislative compliance, retirement income streams and estate planning. He added: "I have always greatly valued the association's role in the superannuation and broader financial advisory sector ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
... Mann said, in response, discussions with clients were restructured to cover all essential elements, including estate planning - where intergenerational connections naturally begin. "That's the way we are approaching bringing in the next generation and ...

GDG records highest quarterly FUM, inflows growth

MATTHEW WAI  |  MONDAY, 21 OCT 2024
... advisers to consider investment bonds as alternative to other investment structures due to the tax arbitrage and vast estate planning benefits," Hackett added. Further, Hackett said the business will continue to look at different channels to boost its ...

AMP Advice expands network

MATTHEW WAI  |  THURSDAY, 3 OCT 2024
... Melbourne-based Stantins Financial Services will join its network. The company boasts expertise in financial advice, estate planning, wealth management, accounting, business and lending advisory. The group provides tailored advice to support the needs ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
Financial services firm Tribel Advisory will join forces with fintech Yodal to roll out estate planning services for its advisers and accountants. The estate planning tool stores Tribel information needed to create a comprehensive estate plan, alert ...

Rising HNW numbers fuel need for specialist advice

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
... in the number of high-net-worth (HNW) investors in Australia last year, bringing with it increased demand for estate planning, tax optimisation, and investment strategy advice. About 690,000 Australians are now considered HNWs, up from 635,000 last year ...

Monochrome moves to list Ethereum ETF

ANDREW MCKEAN  |  FRIDAY, 6 SEP 2024
... there's "a lot of interest from SMSF investors," who are looking to streamline their holding structure and support estate planning.

Minchin Moore merges with Brand Financial

ELIZA BAVIN  |  THURSDAY, 22 AUG 2024
... will offer a comprehensive suite of financial services, including retirement planning, investment management, estate planning, and tax strategies. Minchin Moore said the merger will be a seamless transition for Brand Financial clients who will continue ...

Advisers encouraged to engage with clients' kids

ELIZA BAVIN  |  MONDAY, 29 JUL 2024
... catalyst to open the lines of communication with their children on important wealth matters, such as inheritance and estate planning. It may even empower them to support their children financially, which we know from AMP's previous research they're ...

SMSFs thrive amid ATO compliance complications

MATTHEW WAI  |  THURSDAY, 25 JUL 2024
... in a declining engagement rate with investment advisers - particularly in the areas of pension strategies and estate planning - to a "record low" showcased in the 2024 Vanguard/Investment Trends SMSF Investor Report. Complying to the ATO's technological ...
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