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Showing 101 - 110 of 140 results for "Centrelink"

DomaCom to offer advisers free software

LINDA HAUSKEN  |  FRIDAY, 29 JUN 2012
... Naoumidis chief executive officer of DomaCom. "The modelling system incorporates all the major tax, superannuation and Centrelink rates, rules and calculations, and it produces the requisite SOA as well as a raft of wealth and cash flow reports. The ...

Colley departs OnePath for SPAA

CLAIRE MCGREAL  |  WEDNESDAY, 8 FEB 2012
... services arm of ANZ, since 2001 where his responsibilities included the provision of technical advice on super strategies, Centrelink, aged care and taxation to planners, key accounts and users of OnePath products. He also held senior roles at the tax ...

Call for new generation annuities

ELISE BURGESS  |  FRIDAY, 3 FEB 2012
... retirement savings and protect against longevity and market risks." Out of date annuity definitions in super legislation and Centrelink treatment issues were also outlined in the submission that broadly affect the super and planning industry. "We are ...

Govt provides reverse mortgage guarantees

ELISE BURGESS  |  MONDAY, 8 AUG 2011
... Financial Standard. The PC is also recommending surplus could go into an Australia pension bond and be exempt from Centrelink assessments. "They are trying to create structures that don't punish people for moving into care but protection, removing the ...

Govt responds to self-funded retirees

ELISE BURGESS  |  TUESDAY, 12 JUL 2011
... or hold a Seniors Health Card would not miss out with an annual $300 Low Income Supplement payment available through Centrelink. Meanwhile, Shorten has hit out at Opposition Leader Tony Abbott, accusing the Liberal leader of trying to claim back thousands ...

Energy Super offers online "next generation" pensions calculator

ALISON BEVEGE  |  THURSDAY, 23 JUN 2011
... offers better accuracy than fixed calculators. Developed by software firm Provisio, the new calculator incorporates Centrelink aged pension entitlements, the company said. It also provides recommendations to bridge any shortfall between a member's expected ...

Intra-fund opens new doors for advisers

ELISE BURGESS  |  FRIDAY, 28 JAN 2011
... areas of advice such as transition to retirement, intra-pension advice, nomination of beneficiaries, superannuation and Centrelink payments, and general retirement planning. While advisers have since raised concerns that consumers will now get financial ...

Disability trust comes with caveat

ELISE BURGESS  |  THURSDAY, 20 JAN 2011
... an adviser must be aware of how any accounts or funds may affect the disabled individual qualification to receive a Centrelink Assets Test exemption of up to $563,250 (annually indexed). Other conditions that apply to the disability trust include the ...

Investors turn to rev mortgages for income

MICHAEL HOBBS  |  TUESDAY, 22 JUN 2010
... so people who were looking for $200 per month extra were having a lump sum coming their way, which mucked up their Centrelink and pension [payments]," he said. Meanwhile, the Deloitte study found the reverse mortgage market grew 9 per cent, in terms ...

Coin upgrades SoA services

COMPANY RELEASE  |  THURSDAY, 18 FEB 2010
... self managed super funds (SMSFs) and individual clients. These strategies include: non super and super; insurance; Centrelink and estate planning recommendations. In addition to reducing the manual SoA editing time through the automatic population of ...