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

Clients want more communication from advisers: Research

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
... real needs for advice" and advisers must align a service that matches changing needs. That could be in aged care, estate planning, philanthropy or dealing with Centrelink. While advisers may not provide all the solutions, they are ideally placed to facilitate ...

SMSF Association appoints chair

CHLOE WALKER  |  FRIDAY, 18 FEB 2022
... informative and entertaining manner," Hamilton said. "Since joining the board in 2019, his extensive client work in estate planning, administration and disputes, and all forms of superannuation tax, has enabled him to bring a fresh perspective to our ...

Sequoia Financial Group acquires legal practice

CHLOE WALKER  |  MONDAY, 10 JAN 2022
... enhance the advice they can provide in relation to SMSF compliance, preparing deeds of ratification/rectification, estate planning and other death benefit issues." He added that he believes it will reduce the cost of providing advice, benefiting cons ...

HNW advice firm joins William Buck

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... was established in 2012. As well as family group advice, Hillross Montefiore provides self-managed super fund, estate planning, retirement, and small business advice. Montefiore said the unique opportunity to combine an established high-net-worth financial ...

AZ NGA acquires regional advice firm

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
... five advisers. The firm has offices in Kotara, Maitland, and Lambton, and specialises in retirement planning, estate planning, and aged care. AZ NGA chief executive Paul Barrett said this transaction marks the group's foray into the NSW Hunter Region ...

Advice on ageing key to future success: CFPs

JAMIE WILLIAMSON  |  THURSDAY, 7 OCT 2021
... related to getting older to be successful in future. This was top of the list of things to brush up on, followed by estate planning (62%), investment management (57%), behavioural finance (55%) and coaching (43%). These findings relate closely to another ...

KPMG promotes two super experts

KARREN VERGARA  |  MONDAY, 28 JUN 2021
... partner, having joined KPMG two years ago. She is currently the head of self-managed superannuation funds and estate planning for KPMG Enterprise. Dolan has spent more than 25 years advising private clients on the legislative application and strategic ...

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
... to 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 ...
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