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Showing 1 - 10 of 41 results for "Retirement income streams"

No longer an accumulation game: ART

CHLOE WALKER  |  THURSDAY, 1 JUN 2023
... retirement income product and how much members actually allocate to the product. "Given that innovative retirement income streams is still a new space, the product comparability assessment is still developing," Spragg noted. "When you view it within ...

Aware Super restructures investment team

ELIZABETH FRY  |  FRIDAY, 17 MAR 2023
... leading, innovative investment strategies which drive strong risk-adjusted returns for our members' retirement income streams." As for the income and markets role, Scott Rissman joins from QIC's liquid markets group. He had been at QIC for 19 ...

Challenger on track to performance target

ANNABELLE DICKSON  |  TUESDAY, 9 FEB 2021
... is being deployed into higher-yielding assets. "We continue to be the number one provider of secure retirement income streams in Australia and have benefited from our strategy of diversifying into institutional and overseas markets," Howes said. Looking ...

Aberdeen Standard, HUB24 partner

KANIKA SOOD  |  TUESDAY, 21 JAN 2020
... are not ready for this transition to a post retirement world in which they will be required to provide retirement income streams that suit individual needs. We will soon be offering one proven way they can do this," Nyilas said. HUB24 had $15.8 billion ...

Cbus Super chief to exit

KANIKA SOOD  |  WEDNESDAY, 15 JAN 2020
... start to offer bonuses to nudge its retirement members away from account-based pensions and towards retirement income streams. In recent months, Atkin has also spoken about the flaws in CIPRs legislation and the fund's stance that retirement products ...

Industry fund offers bonus on income streams

KANIKA SOOD  |  THURSDAY, 31 OCT 2019
... started the trend in 2016. Sunsuper also offers a bonus of up to $4800 to eligible members moving to retirement income streams, which started in 2016. Queensland's BUSSQ in July 2017 started to offer all members that start a pension with it a reward ...

ATO closely monitoring SMSF balance caps

KARREN VERGARA  |  MONDAY, 19 FEB 2018
... members are impacted by the new transfer balance cap or changes to the tax treatment of transition-to-retirement income streams and whether or not they wish to use the transitional CGT relief that is available," he said. Secondly, SMSFs with members ...

O'Dwyer proposes TRIS changes

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
The Federal Government is pushing for reversionary transition to retirement income streams (TRIS) to be paid to an eligible dependent upon a death, regardless if a condition of release is met. Minister for Revenue and Financial Services Kelly O'Dwyer ...

TRIS tops adviser query list

EMMA RAPAPORT  |  THURSDAY, 9 NOV 2017
Transition to retirement income streams strategies remain a priority for financial advisers according BT Financial Group. The BTFG Advice Technical division said in its September quarter round-up the business found the top two queries made by financial ...

Government closes super loophole

EMMA RAPAPORT  |  MONDAY, 10 JUL 2017
... underlying cash balance by $470 million. "The Productivity Commission has recently found that transition to retirement income streams have increasingly been used by people for tax minimisation purposes without any reduction in work hours," Budget papers ...
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