Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 261 - 270 of 648 results for "Income Stream"

Super tax reforms take effect

KARREN VERGARA  |  FRIDAY, 16 JUN 2017
The suite of superannuation taxation reforms affecting contributions, CGT relief and transition to retirement income streams have passed through Parliament. Revenue and Financial Services Minister Kelly O'Dwyer said the amendments under the Treasury ...

Retail funds closing in on return gap

ALEX BURKE  |  FRIDAY, 9 JUN 2017
The five-year performance gap between not-for-profit and retail funds has narrowed to 130 basis points, according to Rainmaker SelectingSuper research. While the one-year gap to April 2017 widened to 70 basis points, overall retail funds have performed ...

Daintree launches fixed income trust

KARREN VERGARA  |  FRIDAY, 9 JUN 2017
... income trust. The Daintree Core Income Trust is a diversified, absolute return portfolio aiming to provide a monthly income stream and capital stability, director and portfolio manager of credit Mark Mitchell said. Investors will receive a return of ...

BetaShares launches defensive ETF

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2017
... 0.22% per annum. According to the PDS, the ETF complements cash or term deposits by providing "a regular [monthly] income stream without the requirement to lock up capital." The ETF also works as a substitute to fixed rate bond investments for investors ...

BlackRock lists cash ETFs

DARREN SNYDER  |  TUESDAY, 6 JUN 2017
... of the benchmark at the competitive price of seven basis points per annum. BILL provides investors with a regular income stream while preserving principal and liquidity through the maintenance of a portfolio of high quality short-term money market instruments. ...

Review life insurance ahead of super reforms: BT

KARREN VERGARA  |  TUESDAY, 6 JUN 2017
... benefits may be much smaller prior to the 2017 financial year. Clients receiving regular payments in the form of an income stream can still be valuable, especially when holding insurance inside super to retain any claims proceeds given the tax concessions ...

Super reforms hit parliament

EMMA RAPAPORT  |  MONDAY, 29 MAY 2017
A Bill containing key amendments to the 2016 Federal Budget including changes to transition to retirement pensions and pooled super trusts has been tabled in parliament. According to IOOF's head of technical services Martin Breckon, the amendments are ...

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 ...