Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 100+ results for "Estate planning"

Platinum launches investment bond

KANIKA SOOD  |  TUESDAY, 1 JUN 2021
... They also don't incur capital gains tax when the ownership of the bond is changed; issuers often pitch them as estate planning structures that are faster and more effective than Wills. Platinum's competitor Magellan Asset Management also recently signed ...

Female CFPs more invested in financial planning

KARREN VERGARA  |  FRIDAY, 14 MAY 2021
... female advisers , which canvassed 400 US advisers, revealed that female CFPs tend to give more retirement and estate planning advice compared to male professionals. The research comes off the back of the CFP Board wanting more women to enter the profession ...

Global institute launches free expat advice resources

KARREN VERGARA  |  FRIDAY, 7 MAY 2021
... Institute (GFPI), which was established in September 2019, provides educational resources such as tax, retirement and estate planning for advisers to help clients whose financial lives cross borders. Co-founder and executive director Ashley Murphy, who ...

Midwinter integrates with myprosperity

KARREN VERGARA  |  FRIDAY, 30 APR 2021
... several partnerships over the years; HUB24, Count Financial and Macquarie are some examples. In 2018, it added an estate planning functionality will allow financial advisers using the myprosperity platform to generate a standard, legally binding will ...

AIA Australia partners with Your Wills

KARREN VERGARA  |  FRIDAY, 30 APR 2021
AIA Australia has joined forces with a digital estate planning and asset protection service Your Wills. AIA customers can access the service later in the year, creating their Wills online in nine steps. AIA Australia chief executive and managing director ...

Queensland advice firm joins Connectus

KANIKA SOOD  |  THURSDAY, 29 APR 2021
... Kelly in Newstead, Queensland. It advises high-net-worth clients including discretionary investment management, estate planning, insurance advice and superannuation services. "In Connectus, we have found a partner that understands our business and is ...

Connectus empowers advisers with Excelerate

JAMIE WILLIAMSON  |  THURSDAY, 18 FEB 2021
... client portals to facilitate digital onboarding. Family office and other specialised services like trusts and estate planning, valuation and insurance are also included, along with resources for talent management, compliance, finance, IT, operations ...

IOOF abandons AET sale

KANIKA SOOD  |  FRIDAY, 4 DEC 2020
... underlying NPAT in 2018. IOOF retained the corporate trust business, which provides private client trustee services, estate planning and compensation trusts.

Confusion over retirement income objectives

KARREN VERGARA  |  FRIDAY, 20 NOV 2020
... Having adequate income to support living standards in retirement is not "building wealth per se or facilitating estate planning". It is about providing a safety net so that older Australians achieve a minimum standard of living in retirement and avoid ...

Life insurers recognised for innovation

KARREN VERGARA  |  TUESDAY, 3 NOV 2020
... Tools and Calculators Award. Generation Life is the winner of the Overall Investment Bond Excellence Award, Bond Estate Planning Award and Bond Child Policy Award. Australian Unity's FuneralPlan Bond won the Funeral Bond Award; it also took home ...
PREVIOUS
NEXT