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Showing 161 - 170 of 178 results for "Social security"

FPA releases Good Advice guide

... "Financial planners can help you plan for retirement by increasing superannuation, minimising tax and utilising social security entitlements; or advise a young family on how to protect their income and plan for their children's education." she said. ...

Sunsuper launches retirement seminars

... across Queensland and some centres in NSW through October and November. It will cover a host of topics including social security benefits, tax effective strategies to maximise super savings as well as understanding super co-contribution. The seminars ...

Submissions on provision of pensions in small funds extended

... discussion paper in January this year following concerns that small fund were receiving unintended access to tax and social security benefits particularly through RBL compression. There were also prudential concerns about small funds providing defined ...

Government announces review into small superannuation funds

... April 2005. The review follows apprehensions small funds were gaining unintended access to unintended tax and social security benefits, particularly from the use of 'RBL compression', prudential concerns about small funds providing defined benefit pensions ...

Zurich software mixes and matches pensions

... impact of investment in an allocated pension including yearly minimum and maximum income calculations with tax and social security implications. The Term Allocated Pension Illustrator illustrates the results for clients if they were to invest in a TAP. ...

ASIC paves way to better retirement

... they were confused about the features of retirement stream products, and often failed to consider the tax and social security impact of their retirement income choices. ASIC commissioner Professor Berna Collier said the fact sheets were designed to help ...

Tips for TAPs from BT

... Pensions, including reduced tax on pension payments, potentially less tax on death and the opportunity to increase social security benefits, it was important to consider a number of other factors. Other factors investors and planners should consider ...

Fiducian public super TAP

... TAP's are similar to allocated pension products with a few exceptions that enable them to qualify for some tax and social security concessions. Funds invested in these structures are treated with a 50% discount when being assessed for an assets test. ...

Mariner starts cash flow pension

... Bill Ireland said retirees faced a "revolution" in being able to invest in higher growth assets without losing social security benefits. "Depending on an individual client's financial position, if they structure their assets correctly using a Term Allocated ...

Another TAP hits the market

... similar products to regular allocated pensions with a few exceptions that enable them to qualify for some tax and social security concessions in the way a complying pension does. Funds invested in a TAP are treated with a 50% discount when being assessed ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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