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Showing 71 - 78 of 78 results for "Inheritance"

Lifeplan keeps it in the family

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
... losing funds under advice. The average Australian estate has 2.7 beneficiaries, according to the impact of Housing Inheritance on the Distribution of Wealth in Australia report.

Members should update binding beneficiaries: ASFA

ALEX DUNNIN  |  MONDAY, 26 MAR 2007
... superannuation interest group "The laws surrounding payment of a superannuation death benefits are often quite different from inheritance law, with which people are more familiar," said Dr Anderson. The problems put considerable pressure on trustees ...

SMSFs most flexible option post Budget: Mariner

KATE HAGE  |  MONDAY, 4 SEP 2006
... option and aggregate super and non-super capital at the outset, which should be attractive to clients who receive an inheritance or want to otherwise make substantial catch-up payments in their superannuation.

More reverse mortgage protections needed: Mariner

HAMISH MADDEN  |  TUESDAY, 4 JUL 2006
... arrangement. "We realise that reverse mortgages are a fairly new product category with potential pension, tax and inheritance impact for retirees. Therefore it is vital that they receive correct financial advice. At Mariner, we insist that customers ...

Count to include equity release on approved list

... nicknamed the MERLOTs and SKI-ers. Retirees of the 'More Equity Release - Lots more' (MERLOTs) and 'Spending the Kids' Inheritance' (SKI-ers) schools of thought are pushing the demand of equity release products to record levels. According to Datamonitors ...

Retirees to keep working and leave nothing for the kids

... retirement to live comfortably. Whilst the AXA research may indicate that Australians are not looking to leave an inheritance to their children, the reasons may be as much to do with poor planning as lifestyle aspirations, or at least a combination of ...

Funds management industry set for generational change

AAP  |  FRIDAY, 12 AUG 2005
... change is a major challenge with the over 60 sector or as some have coined - the SKI generation (Spending the Kids Inheritance) - set to redefine the industry. With the number of Australians aged over 60 approaching 30 per cent by 2030, the managed funds ...

Sharp reduction in inheritance wealth despite rise in per capita income: AMP

Four in five baby boomers mightn't receive a significant inheritance, despite accumulated wealth per Australian having tripled since the 1960s, National Centre for Social and Economic Modelling (NATSEM) research - released by AMP - has revealed. Although ...
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