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Showing 191 - 200 of 204 results for "Older Australian"

Defeat death taxes when merging accounts

RUTH LIEW  |  FRIDAY, 15 AUG 2008
Older Australians looking to merge their pension and super accounts be warned: your death taxes may be higher than you bargained for. Martin Murden, director of Partners Superannuation Services, said merging the two accounts can sometimes increase the ...

Senate admits age pension falls short

RUTH LIEW  |  TUESDAY, 25 MAR 2008
A senate enquiry into the cost of living pressures on older Australians has confirmed what many pensioners already know - that the pension rate is not enough for day-to-day living costs. "Australians have endured cost of living increases over recent ...

Raise the pension, says seniors

RUTH LIEW  |  MONDAY, 10 MAR 2008
A consumer body is flagging the need for a raise in the Age Pension following reports that the government may ditch the $500 bonus payment to senior Australians this year. Australia's largest consumer organisation for older Australians, National Seniors ...

Seniors vote against Westpoint

Australia's largest seniors organisation will use their voting rights to ensure financial disasters targeting older people, such as the failed Westpoint scheme, never happen again. Under the 'Seniors Vote 2007' program, the National Seniors Association ...

CPA Australia and SEQUAL team up

HAMISH MADDEN  |  WEDNESDAY, 28 MAR 2007
Accounting body CPA Australia has worked with the Senior Australians Equity Release Association of Lenders (SEQUAL) to develop a new guide for members who are advising clients on reverse mortgages. Kath Bowler, CPA Australia financial planning policy ...

ATO to create single lost super gateway

ALEX DUNNIN  |  FRIDAY, 15 DEC 2006
The Australian Taxation Office (ATO) is to create a single and simplified gateway for people looking to find their lost or unclaimed superannuation. The ATO will do this by rationalising its existing processes to identify actual lost members, obtain ...

Home equity needs to be part of retirement strategy

HAMISH MADDEN  |  TUESDAY, 26 SEP 2006
Recently re-branded financial services provider Over Fifty Group has published a paper pushing for a paradigm shift around home equity release, claiming bricks and mortar savings could plug the retirement savings gap. Over Fifty Group compiled the Commentary ...

Electronic banking still lacks traction among over 55s: Commbank

WWW.THESHEET.COM  |  THURSDAY, 11 MAY 2006
Despite the push to promote electronic transactions among wealth management customers, slow take-up of electronic banking by older Australians suggests it still has a long way to go to really gain traction. Michael Cameron, Commonwealth Bank's head ...

AXA adds NCAPs to its arsenal for over 55s

AXA has added non-commutable allocated pensions (NCAPs) to its adviser and platform channels in a bid to capture more of the over 55s market who are searching for income streams or tax benefits. AXA's head of superannuation and retirement incomes, Andrew ...

ASIC moves forward with reverse mortgage calculator

With the proliferation of reverse mortgages, ASIC has launched a calculator to assist older Australians who are considering a reverse mortgage option. Mindful of the significant increase in reverse mortgage products now on the market - from three up ...