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Showing 111 - 120 of 166 results for "Beneficiary"

Group insurance faces 'perfect storm'

JAMES FERNYHOUGH  |  THURSDAY, 21 NOV 2013
... role." He suggested that, to prevent those sorts of issues, there could be a deed of release stipulating that if the beneficiary is able to return to work, he or she must return some of the money.

In estate planning, beware of remarried clients

LAURA MILLAN  |  FRIDAY, 30 AUG 2013
... Business & Corporate Lawyers. "Great care must be taken not to set the estate up for a later claim by a potential beneficiary who believes they did not receive their due entitlement from the estate," Townsends Business & Corporate Lawyers principal Peter ...

QE tapering fears spark $1 billion flight from bonds

MARK SMITH  |  WEDNESDAY, 28 AUG 2013
... fixed income funds have actually seen net inflows over the period. Macquarie Income Opportunities is the stand-out beneficiary with inflows of more than $305 million. Schroder Fixed Income, Perennial Tactical Income Trust, PIMCO EQT Diversified Fixed ...

Govt to index military age pensions

STAFF WRITER  |  TUESDAY, 30 JUL 2013
... that was closed in 1991. It will work by applying the higher of the Consumer Price Index (CPI) or the Pensioner and Beneficiary Living Cost Index (PBLCI). The changes come into force from 1 July 2014 to payments to military superannuants aged 65 and ...

Infrastructure boom set to continue

MARK SMITH  |  MONDAY, 8 JUL 2013
... strong performance to a lift in global demand for yield during the period. "Over the past year, the sector has been the beneficiary of investor preference for yield and defensive equities in the face of wider economic uncertainty," he said. Coutts added ...

Wills are not enough for SMSF legacy

LAURA MILLAN  |  FRIDAY, 12 APR 2013
... ensure their money goes to the people its intended for. According to TAG Partners director Michelle Griffiths a binding beneficiary form where SMSF holders specify exactly who will replace them as trustees of the fund once they die may be enough. "With ...

CSC launches retirement income pension

MARK SMITH  |  FRIDAY, 5 APR 2013
... withdrawals from the age of 60, tax free investment returns, investment choice and reversionary, binding and non-binding beneficiary options. Members opting for the transition to retirement scheme get the benefit of an option to supplement their salary ...

Avoid estate planning mistakes

BEN COLLINS  |  TUESDAY, 30 OCT 2012
... can be done, though, by making a valid binding death benefit nomination naming the legal personal representative as beneficiary, she said. Hacker also said that it is worth keeping in mind that while binding nominations can be amended at any time, they ...

Retiree living costs match CPI

ALEX DUNNIN  |  THURSDAY, 2 AUG 2012
The Pension Beneficiary Living Costs Index rose 0.5% for the June quarter 2012 and 1% across the last 12 months, matching regular inflation. The index, measured by the Australian Bureau of Statistics, tries to capture changes in living costs for retirees ...

SuperStream exposure draft a positive step

ELISE BURGESS  |  MONDAY, 13 FEB 2012
... Standards will make the super industry easier to do business with," Brogden said. "Small business will be a great beneficiary of these reforms." Parties can make a submission by February 23. The second draft on consolidation of accounts is expected to ...

Editor's Choice

ASIC cancels AFSL of Australian Fiduciaries

RIDDHIMA TALWANI
ASIC has cancelled the Australian financial services licence (AFSL) of Queensland-based Australian Fiduciaries, which is currently in liquidation.

Treasury expects regulators to do the heavy lifting

MATTHEW WAI
Treasury has released new Statements of Expectations for APRA and ASIC, with an emphasis on how the regulators should promote a more sustainable and secured financial ecosystem.

NGS Super names head of strategy

MATTHEW WAI
NGS Super has appointed the former ASFA chair as head of strategy, as the fund aims to strengthen its retirement offering.

SS&C axes jobs, shifts roles offshore

RIDDHIMA TALWANI
US software services giant SS&C Technologies has slashed 170 Australian roles in the operations, technology and delivery teams.

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