Search Results | Showing 11 - 20 of 78 results for "Inheritance" |
| | | ... ultimately to provide income for retirement, Grattan said, adding that it is currently set up as a "a taxpayer-funded inheritance scheme". Grattan calculates that nearly 90% of super tax breaks are enjoyed by the top 20% wealthiest retirees. Super tax ... |
| | | | ... advice. "We're expecting to see significant growth in demand for single-topic advice - things like members receiving an inheritance and wanting some tailored personalised advice about what to do with it, but not necessarily being in a position to want ... |
| | | | Young Australians are putting billions of dollars of inheritance at risk with their current money management behaviours, according to new research from Findex. The research, commissioned by Findex, explored the spending, saving, and investing behaviours ... |
| | | | ... private wealth clients). The report states that key areas that HNWs would like better or more advice are in relation to inheritance and estate planning; strategies to reduce tax obligations, retirement planning and investment strategy reviews. HNWs expect ... |
| | | | ... year on year." The report suggests that as high net wealth grows, more ideas for compulsory giving (for example, an inheritance tax) could be put forward to add considerable resources to the charitable sector. |
| | | | ... track of your finances back in the UK, namely, savings such as pensions and investments, and tax liabilities such as inheritance and capital gains tax," Skybound said. "Many UK expats in Australia have savings back home that are either dormant or no ... |
| | | | ... their inheritances - but did not do so wisely to overcome inflation. In real inflation-adjusted terms, each $1 of inheritance increased household wealth by $10 three years later, but only $0.90 some four to seven years later. The Productivity Commission ... |
| | | | ... When bequeathing assets, over half (53%) pass on their superannuation. The family home is the main asset passed on as inheritance for the majority (80%) followed by non-super investments (62%). Conversely, a separate study by Challenger found women ... |
| | | | ... can also help ensure that retirees consume their portfolios efficiently. For retirees with no interest in leaving an inheritance, for example, but instead aiming to consume their entire portfolios during their own lifetimes, flexible strategies provide ... |
| | | | APRA is adamant that retirement income products will not suffer the same fate as income protection insurance as it looks to tighten its belt in regulating the post-retirement phase. The prudential regulator's deputy chair Helen Rowell spoke of the ... |
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