22 Aug 2019
Simon Backman of Wahlstrom Financial Services is curious but cautious when it comes to new technology.
08 Aug 2019
Discover how you can grow your financial advice / risk business in a time of increasing compliance, uncertainty and negative publicity around your industry.
08 Aug 2019
You can have your client nominate a beneficiary of their superannuation fund by completing a Binding Nomination Form and giving it to the trustee of their superannuation fund. A Binding Nomination Form is effective for three years only. The benefit of making such a nomination is that the proceeds from their superannuation fund on their death will go to that beneficiary and will not form part of their estate.
29 Jul 2019
The insurance industry has undergone a period of consolidation over the last few years, with many businesses being folded into larger groups and therefore merging service offerings. As a result, CEOs and business owners have been faced with numerous challenges, including a requirement to increase engagement with customers and communicate value in such a way that it strengthens the relationship. In other words, ensuring that existing customers don’t feel disenfranchised as a result of a new brand, or a different perception of their service provider.
29 Jul 2019
Every Estate Planning professional would agree when we say that a Will is one of the most important documents for securing the financial future of a person’s family after they pass away. A Will ensures that when a person dies, their accumulated assets are distributed to the intended beneficiaries appropriately and in the most tax effective manner. However, all too often, planning of a Will is treated as unimportant, deemed as non-urgent or worse – overlooked altogether.
26 Jul 2019
A testamentary trust is typically prepared as a discretionary family trust established under the terms of a Will. The assets that form part of the estate will be held in trust for a potential beneficiary until the termination of the trust (for example, in the event the beneficiary reaches a nominated age).
23 Jul 2019
Every competent adult has the legal right to accept or refuse any recommended health care. This is relatively easy when people are well and can speak for themselves, however during severe illness or after an injury people are often unable to communicate their wishes. It is at these very times when many critical health care decisions need to be made.
13 May 2019
We are calling all financial advisers and accountants to join us in changing the conversation around Estate Planning from one that only happens after you retire to one that is on everyone’s minds now. It is not just for older retirees – Estate Planning is something we all need to be talking about. Don’t let any of your clients or their families be left with no control over how their Estates are distributed.
09 Apr 2019
It was the name that first grabbed the attention of Zenith Wealth Management founder Peter Chun: “I was researching options for Estate Planning and came across Yodal,” says Mr Chun. “I had no real understanding of what their offering was with a name like that, but I’m very pleased I gave it a shot.”
09 Apr 2019
Collaboration is key to success and we believe that by listening to feedback from our advisers we can continue to empower them. As a result of valued user feedback, we have released a new feature that provides you and your clients with greater flexibility in making payment and securing plans.