Search Results | Showing 31 - 40 of 78 results for "Inheritance" |
| | ... said. Australian Unity Trustees general manager Emma Sakellaris, who also spoke at the event, is seeing "fast track to inheritance" scenarios among families whereby parents live longer and children become increasingly "antsy" about their inheritance. ... |
| | | ... that at the same time gives you high returns and gives you a capital guarantee and allows you to pass something on as inheritance and [beats] the inflation index." Pearce also said the inflation-linked returns requirement for CIPRs may not always work ... |
| | | ... time, operate in a way that provides immediate and deferred income, supply for a rainy day - and provide an early inheritance. The beauty of gifting earlier, which he began four years ago, rather than later is that it enables him to see how the money ... |
| | | ... Zervides says financial advisers shouldn't dismiss the growing trend where upcoming generations are demanding their inheritance sooner rather than later. "We are on the threshold of the largest intergenerational wealth transfer in history with some estimating ... |
| | | ... their estate plans whenever they experience a significant financial event. Major acquisitions or losses, including inheritance or insurance payouts, business dealings and investments, employment entitlements and superannuation arrangements can all have ... |
| | | Leaving an inheritance for children is no longer a priority for retirees although seeking out financial advice to help navigate retirement is of high importance. Latest research from Challenger and National Seniors Australia shows 3% of over-50s intend ... |
| | | ... balance growth, just 7% of SMSF households have specifically planned to leave money in the pool for the purpose of inheritance, down from about 20% in the previous financial year. On average they plan to leave $780,000 - less than the overall balance ... |
| | | ... responsibility to fund retirement will be solely their own, almost half believe they will be able to rely on a family inheritance for long-term support and a further 40% are anticipating contributions from children will play a significant role. The majority ... |
| | | ... assets, they often also take the funds they need for their lifestyle and aged care, along with their dignity and the inheritance they plan to leave loved ones, resulting in the final insult - inheritance being stolen or taken as well," McGowan said. ... |
| | | ... Japan, China and Australia's pension systems shows governments bear the cost (60%) of funding income, healthcare and inheritance for people aged 65 and over. This is followed by a reliance on savings (25%) and the help of family (10%). Insurance on the ... |
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