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Showing 1 - 10 of 213 results for "Succession planning"

ART appoints two to board

ELIZA BAVIN  |  TUESDAY, 26 MAY 2026
... appointed, initially as an adviser to the board's Investment and Valuation Oversight Committees, facilitating succession planning for the role of chair of the Investment Committee when current chair and director Mark Burgess retires from the ART board ...

LGT bolsters investment bench

VINNY VUCAGO  |  MONDAY, 25 MAY 2026
... specialists as wealthy families increasingly seek support that combines investment management with governance and succession planning. LGT Wealth Management chief executive Michael Chisholm said ultra-high-net-worth clients are no longer treating investment ...

Investors the biggest losers in 2026 Budget

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
... that at 25%, the case for a discretionary trust collapses to non-tax considerations. Asset protection and succession planning remain valid reasons to choose a trust. Tax efficiency is no longer one of them," Jayawardena said. "We expect a meaningful ...

Minimum 30% tax for discretionary trusts

KARREN VERGARA  |  TUESDAY, 12 MAY 2026
... that made total business income of $489 billion. While there are legitimate reasons to use trusts, such as succession planning and asset protection, Chalmers reasoned that such arrangements "provide opportunities to pay a lower rate of tax that are not ...

ASX not in a rush to pick next chief executive: Chair

RIDDHIMA TALWANI  |  TUESDAY, 12 MAY 2026
... the Australian Shareholders' Association 2026 Investor Conference in Melbourne last week, Clarke said succession planning is one of the most important decisions the board makes and it must have a long-term view for it. "It's almost a proxy for ...

AZ NGA plots regional NSW advice hub via new partnership

MATTHEW WAI  |  THURSDAY, 2 APR 2026
... locations like Young, Wagga Wagga and Orange, where many individuals and families have complex advice and succession planning needs but are underserved, it said. The announcement follows the acquisition of a partial stake in Oreon Partners in Adelaide ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... nowadays - which is why many financial advisers have moved away from the phrase "estate planning" and towards "succession planning", finding it a more fitting descriptor. "They're vastly different conversations being held today. It's around private ...

Cbus Property appoints new chief executive

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... appointment underscores the depth of talent within Cbus Property and the business' dedication to thoughtful succession planning to secure long-term success." Kakoufas started with Cbus Property in 2002 as a general manager development and holding ...

FAAA urges inclusion of advisers on occupational shortage list

ELIZA BAVIN  |  THURSDAY, 19 MAR 2026
... first-home purchases, while families and small business owners look for support on cashflow, insurance, and succession planning." Further, Abood said the process for new entrants is long and arduous, typically taking at least four to five years from ...

LGT Wealth Management names head of family advisory

RIDDHIMA TALWANI  |  MONDAY, 23 FEB 2026
... in wealth structuring and governance, guiding families and not-for-profit boards through the intricacies of succession planning, risk management, growth strategies for emerging businesses and asset protection. She also serves as an independent adviser ...
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