Search Results | Showing 1 - 10 of 333 results for "estate planning" |
| | | ... insurance holdings and collectibles. The portal also includes document storage, wealth calendar functionality and estate planning style features including the ability to record expressions of wishes and share information with family members or advisors. ... |
| | | | UniSuper has partnered with online estate planning platform Safewill in a pilot program aimed at simplifying the Will creation process for members and improving awareness around estate planning and superannuation beneficiary nominations. Under the arrangement ... |
| | | | ... this is not how things are done 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 ... |
| | | | ... among Australians approaching retirement, who require advice on superannuation, retirement income strategies, estate planning, and later with respect to aged care," Abood said. "At the same time, younger Australians increasingly seek advice on investments ... |
| | | | ... Pembroke. David Just and Mark Raff founded Asset Partners in 2005, offering superannuation and retirement planning, estate planning and administration, portfolio structure and tax management, and home-lending solutions. With Raff retiring in mid-2011 ... |
| | | | ... behaviour, and financial advice fundamentals. The proposed list of financial concepts study includes aged care advice, estate planning and estate law, accounting, banking and investments. "The current curriculum has 223 topics and learning outcomes across ... |
| | | | ... managed effectively," he said. "For Australians seeking greater flexibility, control over investment decisions, estate planning advantages, and the ability to tailor strategies to their individual circumstances, establishing an SMSF can be a highly effective ... |
| | | | ... identify, safeguard and respond to elder and financial abuse. This is according to Pitcher Partners client director of estate planning Anna Hacker, who says the prevalence of capacity loss and elder abuse, while complex, are not issues that financial ... |
| | | | ... will give almost one million CFS members access to an online Will creation service with legal review and digital estate planning services at no extra cost. CFS said the service addresses the two most cited barriers to creating a Will: cost and complexity. ... |
| | | | ... protections, older Australians are at risk of making inappropriate decisions that could have serious financial and estate planning consequences." Meantime, Aged Care Steps director Louise Biti said: "Aged care advice should only be provided by financial ... |
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