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Showing 261 - 270 of 641 results for "Income Stream"

BGL releases CGT capability for SMSFs

EMMA RAPAPORT  |  MONDAY, 22 MAY 2017
... future capital gains where fund members need to comply with the new transfer balance cap and Transition to Retirement Income Stream (TRIS) reforms commencing on 1 July 2017. CGT relief preserves the previous exemption for accrued, but not yet realised ...

SMSFs in rebalancing flurry

KARREN VERGARA  |  THURSDAY, 18 MAY 2017
Benefit payments for self-managed superannuation fund members jumped by 71% in the March quarter, indicating a last-ditch effort to re-adjust balances head of the July 1 legislative changes to super. SuperConcepts' survey of 2750 SMSFs shows the average ...

Martin Currie SMA debuts on HUB24

KARREN VERGARA  |  MONDAY, 1 MAY 2017
... officer Reece Birtles. The actively managed fund invests in listed Australian shares, aiming to provide a sustainable income stream expected to grow faster than the inflation rate over the medium term. It seeks to achieve inflation protection from dividends ...

Challenger launches advice tool as reforms loom

JAMIE WILLIAMSON  |  THURSDAY, 20 APR 2017
As the 1 July deadline looms, an initiative from Challenger will make it easier for financial advisers to service clients and manage their retirement income needs. As superannuation reform, including the introduction of Comprehensive Income Products ...

Japan to drive real assets globally

JAMIE WILLIAMSON  |  WEDNESDAY, 12 APR 2017
Years of low growth and low yield in Japan has impacted investor sentiment and behaviour in a unique way, with its ¥500 trillion institutional investment market now expected to play a key role in funding the world's infrastructure and real estate. ...

PIMCO fund "Highly Recommended"

DARREN SNYDER  |  TUESDAY, 4 APR 2017
... allocation to fixed income strategies that take a prudent approach to pursuing a relatively high and sustainable monthly income stream with limited volatility, can be helpful for investors in constructing a diversified investment portfolio, particularly ...

Super reforms will drive advice demand

KARREN VERGARA  |  TUESDAY, 4 APR 2017
The complex and ongoing changes to superannuation will drive individuals to seek advice, IOOF head of technical services Martin Breckon says. Breckon, who was recently appointed to the role, said he welcomed the government's superannuation reforms and ...

Future retirement products aided by tax exclusions

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017
... remove taxation barriers to the development of new products that will provide greater flexibility in the design of income stream products to give more choice to consumers, while ensuring income is provided throughout retirement," O'Dwyer said. "The development ...

UniSuper redefines comfortable retirement

EMMA RAPAPORT  |  TUESDAY, 14 MAR 2017
... percentage of their pre-retirement salary. "Defined benefit schemes have often been designed to deliver a retirement income stream of around 70% of pre-retirement salary," O'Sullivan said. "While replacement rates are a matter of personal choice - an ...

BT Financial Group wins Life Company of the Year

ALEX BURKE  |  FRIDAY, 10 MAR 2017
... claims division. OnePath won the Term/TPD and Trauma awards; CommInsure won for Risk Product Innovation, Annuity and Income Stream Innovation, and Investment Bond Results; Challenger was crowned winner of the Overall Annuity Provider and Long Term Income ...