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

Search Results

Showing 331 - 340 of 791 results for "Pensions"

Transfer balance cap reforms could hurt grieving SMSFs

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
... pension are counted towards the surviving spouse's $1.6 million transfer balance cap. Therefore, where an SMSF is providing pensions to a couple comfortably within their individual TBC's, if one of them passes away the other is suddenly in excess of ...

GPS robo-adviser launches

KARREN VERGARA  |  FRIDAY, 27 OCT 2017
... partnership, clients can access advice efficiently and cost effectively when setting up an SMSF, buying property or establishing pensions.

ANZ Wealth drags group's earnings

KARREN VERGARA  |  THURSDAY, 26 OCT 2017
... complete, ANZ flagged in its full-year results to September. Earlier this month the bank announced it will divest OnePath's pensions and investments, and aligned advice dealer group businesses to IOOF, which is expected to finalise in the first half ...

First State Super awards global microcaps mandate

ALEX BURKE  |  MONDAY, 23 OCT 2017
... Prentice added: "We are humbled by the interest shown in EAM's strategies in Australia. Not only is Australia a major pensions market in terms of size, but the sophistication of its investors is admirable." "We are delighted to be partnering with the ...

UBS wins pensions mandate

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2017
UBS Asset Management was awarded an $18 billion passive management mandate from a pool of UK local government pension schemes. The Local Government Pension Schemes ACCESS (A Collaboration of Central, Eastern and Southern Shires) pool - the combined ...

CommInsure adds new annuity strategy

JAMIE WILLIAMSON  |  TUESDAY, 17 OCT 2017
... particularly effective if used as part of a layered retirement plan, with income derived from a blend of account-based pensions and annuities, supplemented by the Age Pension. "Investing in lifetime annuities as part of a layered plan often make sense ...

Women underrepresented in funds management: research

KARREN VERGARA  |  FRIDAY, 13 OCT 2017
... than for men. This contrasts sharply with institutional investors; women constitute one in five senior staff at public pensions, and more than one in three at foundations. The industry has some way to go before achieving true parity between genders ...

Why advisers should revisit death benefits

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
... limiting an individual's 'retirement phase' products; Retirement phase products now include death benefit or disability pensions; and Child beneficiaries enduring even more complex rules and incremental reasonable benefit limits if a death benefit pension ...

MLC Life names chief underwriter, expands medical service

KARREN VERGARA  |  MONDAY, 28 AUG 2017
... roles including managing director of shared services at Capita, a business process outsourcing service to the UK life and pensions industry. She has also worked for AXA Life Insurance and Swiss Re. Heyhoe said Kennedy's intimate knowledge of UnderwriteMe ...

SMSFA supports quarterly reporting proposal

EMMA RAPAPORT  |  TUESDAY, 22 AUG 2017
... be reported within 10 business days after the end of the month in which that commutation occurs. The commencement of pensions would need to be reported within 28 days of the end of the quarter.