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Showing 1281 - 1290 of 3876 results for "Pension"

Cooper Investors launches equities fund

KANIKA SOOD  |  MONDAY, 22 JUL 2019
The $13.5 billion Melbourne equities boutique has launched its first fund in five years, after running the strategy internally for over two years with a 16% plus annualised gross return. Cooper Investors said its new Global Endowment Fund will hold ...

Tasplan recruits new chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 18 JUL 2019
... Funds Management Corporation and Prudential Portfolio Managers. He was also the investment manager for the British Gas pension funds in London before emigrating to Australia. Tasplan is currently in talks with MTAA Super to merge the two funds. It had ...

Irish pension funds reduce equity exposure

ELIZABETH MCARTHUR  |  TUESDAY, 16 JUL 2019
According to Mercer, Irish pension schemes are reducing their exposure to equities and diversifying into property, infrastructure and hedge funds instead. Mercer's 2019 European Asset Allocation survey also shows average equity allocations for Irish ...

Government reduces deeming rates

KARREN VERGARA  |  MONDAY, 15 JUL 2019
... rate of 1.75% (anything thereafter attracts the 3.25% rate) for singles. For couples with at least one person receiving a pension, the first $86,200 of combined assets has the deemed rate of 1.75% (anything thereafter is deemed to earn 3.25%). The deeming ...

Advisers struggle with untapped SMSF market

KARREN VERGARA  |  FRIDAY, 12 JUL 2019
... retain new SMSF clients. For years, the research has highlighted the areas of unmet advice for SMSF trustees, she said. Pension strategies, estate planning and identifying undervalued assets were the top areas SMSF members grappled with. Tax planning ...

Grattan SG claims slammed by industry bodies

HARRISON WORLEY  |  THURSDAY, 11 JUL 2019
... latest output is based on unsound assumptions regarding average earnings, working patterns, the future rate of the Age Pension, how the means test for the Age Pension works, and most importantly working Australians' aspirations for a dignified retirement," ...

Increasing SG costly for middle Australia: Grattan

KARREN VERGARA  |  WEDNESDAY, 10 JUL 2019
... savings incentives so that that super can do what it was designed to do for middle Australia, which is to supplement the Age Pension," she said. Wages have been flat for some time and there have been no SG increases since 2014, Goodwin said.

MLC faces class action over adviser fees

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 JUL 2019
... affected members of the MLC Super Fund. IMF Bentham and William Roberts are inviting those who had certain MLC Super or Pension product accounts prior to July 1 2016 and those who continued to have certain MLC Super or Pension product accounts following ...

Downsizer contributions skyrocket

KARREN VERGARA  |  TUESDAY, 9 JUL 2019
... million, which applies when the member moves their super savings into retirement phase. It is not exempt from the Age Pension means test. Minister for Housing and Assistant Treasurer Michael Sukkar said: "I am pleased to announce that contributions have ...

Government extends early retirement scheme

ELIZABETH MCARTHUR  |  MONDAY, 8 JUL 2019
... will extend the concessional tax treatment of genuine redundancy and early retirement scheme payments to those under age pension qualifying age. The Treasury Laws Amendment (2019 Measures) Bill 2019 will amend the tax law to extend the concessional tax ...