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Showing 151 - 160 of 166 results for "Beneficiary"

ABCs of super still confusing: Suncorp

RUTH LIEW  |  TUESDAY, 21 JUL 2009
... number among the top 10 most misunderstood super terms among Australians. The others are allocated pension, non-binding beneficiary, personal super, automatic acceptance limit, unit pricing, risk profile, conditions of release and asset fees. Vicki Doyle ...

ATO targets loss schemes

RUTH LIEW  |  MONDAY, 1 JUN 2009
... attempt to claim a capital loss arising from the artificial receipt of an interest in a discretionary trust as a default beneficiary. "In the current economic environment we're expecting to see an increase in tax losses," D'Ascenzo said. "However, this ...

Half a billion up for grabs

RUTH LIEW  |  THURSDAY, 28 MAY 2009
... in claiming your lost money - the only thing you need to do is provide proof that the money is yours or you are the beneficiary," Rickard said. Australians searching for forgotten money can log onto ASIC's free online database at www.fido.gov.au.

NAB Super introduces binding death benefits

RUTH LIEW  |  TUESDAY, 26 MAY 2009
... fund's existing non-binding death benefit nominations will continue to operate alongside the new binding option. The 'Beneficiary Nomination Form' is now available on the NAB Group Super Forms page.

ESSSuper introduces monthly switching

RUTH LIEW  |  TUESDAY, 14 APR 2009
... quarterly to monthly starting early this month. Beginning 1 April 2009, members who have an ESSSuper Accumulation Plan, Beneficiary Account, Spouse Account and/or Income Stream, will have more flexibility in managing their superannuation, said ESSSuper. ...

Zurich urges superannuation reform

MICHAEL HOBBS  |  WEDNESDAY, 19 NOV 2008
... whitepaper found complex superannuation legislation is causing retirement and estate planning problems for certain beneficiary groups. The report found people that aren't the member's spouse or child may not receive the member's death benefit. "The unfairness ...

Lifeplan keeps it in the family

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
... NextGen Wealth Preserver is structured so the client's funds, upon death, are transferred tax free to each nominated beneficiary in a NextGen account. Money can then be regularly paid to the beneficiary's account from the NextGen investment. The payments ...

Longevity puts focus on trauma insurance

ALEX DUNNIN  |  MONDAY, 7 APR 2008
... lifestyle product," said Kirwan. Kirwan said this is supported by the average payout being about A$193,000 and the average beneficiary being 43 years of age. Another aspect is that the nature of modern life means we are "ramping up our financial risks ...

Govt extends tax exemptions for terminally ill

MICHAEL HOBBS  |  FRIDAY, 15 FEB 2008
... better say on what happens to their accumulated superannuation benefits before passing away and then leaving it to a beneficiary or their estate," Anderson said. Richard Gilbert, chief executive at Investment and Financial Services Association (IFSA) ...

Standing in the eye of the storm

RUTH LIEW  |  TUESDAY, 22 JAN 2008
... the share market and start to position themselves in direct property, so unlisted property type vehicles could be a beneficiary of what's happening in the market right now," he said.