Search Results | Showing 51 - 60 of 78 results for "Inheritance" |
| | | ... additional income sources such as property and employment to supplement their superannuation and about 11% will rely on inheritance. ING DIRECT chief executive Vaughn Rictor said as an industry super funds needed to ensure they "are as simple and transparent ... |
| | | | ... pension," the report said. Noting that the superannuation system wasn't designed to "fund tax-free accumulation of inheritance for the kids," the report added that the "$1 million lump sum" argument is both typically based on average super balances (which ... |
| | | | ... current members to restart their CSCri account with additional money (eg, from the sale of an investment property, an inheritance or other windfall, or from other superannuation savings) has also been introduced. |
| | | | ... in order to meet their goals. The research also found they would like advice on pension and investment strategies, inheritance and estate planning." |
| | | | ... client need; for example, achieving a certain level of monthly income, going on holidays every few years or leaving an inheritance." He added: "Many advisers already use this approach and we want to make it easier for them to have conversations with ... |
| | | | ... "Australians are looking to options they are more familiar and comfortable with, including savings, property and even inheritance money, to make up the remaining bulk of their retirement income." Savings make up 11.6% of the retirement nest egg, followed ... |
| | | | ... literacy is suitable in some cases but not in others." As an example, he mentioned that "individuals who suddenly acquire inheritance money or superannuation lump sums could be placed in a position where they might be legally classified as sophisticated ... |
| | | | ... average, up from $2,000 last year the 2014 SMSF Planner Report revealed. The most common areas of unmet advice were inheritance and estate planning (27%), Age Pension and other entitlements (27%) and SMSF pension strategies (24%). These figures coincide ... |
| | | | ... invest the cash generated from a liquidity event such as the sale of a family business, the result of a significant inheritance and/or built up over time from cash flows from a trading business. A The purpose of the family office is to preserve and protect ... |
| | | | Almost three-fifths of wealthy parents lack confidence in their children's ability to handle a large financial inheritance, according to a recent survey from Bank of America private wealth subsidiary U.S. Trust. The private bank asked 711 Americans ... |
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