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Showing 41 - 50 of 77 results for "Wealth transfer"

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... perspective on the multiple implications of an ageing population: from investment strategy to intergenerational wealth transfer and estate planning. ETF Forum Hosted at The Langham in Melbourne, exchange-traded funds (ETF) experts from the likes of BlackRock ...

Trustee Partners recruits ahead of opening NZ office

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
... industry and demographic trends including increasing household wealth and growing demand for intergenerational wealth transfer solutions," Kingston said. "New Zealand is an emerging entrepreneurial hub with great business leaders and innovators who punch ...

Financial advice key for world in reverse: Geldof

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... Sir Bob Geldof urged the financial advisers of Australia to proactively prepare for the significant generational wealth transfer that is approaching to ensure people continue to receive financial advice. The keynote speaker at this year's Association ...

Why advisers should revisit death benefits

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
... death benefits reinforce the idea that super is not a vehicle for extensive estate planning or intergenerational wealth transfer. The additional complexity these rules introduce will likely create a potential minefield for clients when reviewing estate ...

Advisers must seek alternative estate planning options: Austock

EMMA RAPAPORT  |  WEDNESDAY, 21 JUN 2017
... objectives at its intended investment term; for example, to meet a long-dated endowment or an intergenerational wealth transfer. Alternatively, investment bond nominations, like superannuation nominations, can operate to directly distribute investment ...

Trustee Partners crosses the ditch

JAMIE WILLIAMSON  |  FRIDAY, 19 MAY 2017
... industry and demographic trends, including increasing household wealth and growing demand for intergenerational wealth transfer solutions," Trustee Partners managing director Phillip Kingston said. "Complectus is a high-quality business with a talented ...

Wealth transfer poses advice business risk

ALEX BURKE  |  FRIDAY, 28 APR 2017
... inheritance planning services could mean the end of those relationships throughout the largest intergenerational wealth transfer in history. New GlobalData research shows while millionaires represent just 0.2% of the world's population, they hold over ...

SUPERCentral launches estate planning course

EMMA RAPAPORT  |  MONDAY, 13 MAR 2017
... with the tools to meet clients' needs in estate planning as Australia enters into a period of inter-generational wealth transfer. "The demand for estate planning is rapidly growing and advisers will need to come up to speed if they wish to remain current ...

Lifeplan bond 'highly recommended'

JAMIE WILLIAMSON  |  FRIDAY, 18 NOV 2016
... investment bonds' already comprehensive structural benefits and view the feature as an impressive intergenerational wealth transfer tool." Australian Unity general manager of life and super Matt Walsh said the upgrade follows a strong year for the bond ...

HLB Mann Judd expands in WA

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... planning, financial health checks, wealth creation strategies, financial structure advice and intergeneration wealth transfer.