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| | | ... related to superannuation contributions and home ownership issues, whereas over one in 10 related to the transfer balance cap, means testing or TPD benefit tax issues. Similarly, one in 10 queries received involved dealing with a death benefit, treatment ... |
| | | | ... under its own AFSL, offering services as an authorised representative of Stakeshop AFSL - a company in the Stake group. This means that the funds of Stake customers, currently held on trust with an authorised deposit-taking institution (ADI) by Sanlam ... |
| | | | ... Nvidia boosting returns. "Our returns are built on a foundation of responsible investing, avoiding fossil fuel companies means we have more space to embrace other, growing sectors like tech, AI, health, and renewable energy. Locally, the fossil fuel ... |
| | | | ... believe property values are now close to stabilising and our long-term focus on owning and developing high quality assets means our portfolio remains well positioned for a market recovery." Chatfield acknowledged that, despite facing headwinds through ... |
| | | | ... Graham said the result highlights how the lifecycle design is playing a role in maximising members' retirement savings. "It means they have more exposure to growth assets while they're younger and can accommodate more risk, so they can benefit greatly ... |
| | | | ... of 55% on GST it pays and passes the benefit on to you in the form of a lower advice fee deducted from your account. This means that the advice fee deducted directly from your account is less than the full fee otherwise charged." "For example, if the ... |
| | | | ... said the AFSL cancellation is subject to specifications to minimise the impact on Guildfords' current clients. This means the licence continues until 30 December 2024 for the purpose of Guildfords providing services that are reasonably necessary ... |
| | | | ... continuing to support this important part of the Australian economy," First Super chief executive Bill Watson said. "Our size means we can continue to invest our members' retirement savings in Australia, rather than in offshore private equity". Stafford ... |
| | | | ... small APRA-regulated funds, however, are not fully exempt. For SMSFs and small APRA-regulated funds, the new legislation means the amount of NALI taxed at the highest marginal tax rate is twice the difference between the amount that would have been expected ... |
| | | | ... underperformance should be identified and considered - and we were looking for evidence that was happening. For licensees, that means having processes in place to detect and deal with persistent underperformance in a timely way." |
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