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Showing 341 - 350 of 641 results for "Income Stream"

Class partners actuarial certificate provider

MARK SMITH  |  MONDAY, 20 JUL 2015
... actuarial certification firm Lime Actuarial. Actuarial certificates are generally required for SMSFs that pay a pension income stream and have an accumulation interest. The certificate helps to determine what proportion of the fund's income is exempt ...

Corporate bond issue closes at $35m oversubscribed

STAFF WRITER  |  THURSDAY, 2 JUL 2015
Queensland property group W.A Stockwell has closed its $35 million bond issue oversubscribed following a strong response from self-managed super fund (SMSF) trustees and other sophisticated investors. The six-year senior secured amortising note issue ...

Alternative income sources could benefit retirees

ALEX BURKE  |  MONDAY, 29 JUN 2015
... such as when you invest a lump sum in return for a pre-determined (often guaranteed) lifetime or fixed term regular income stream," noted Higgins. "We recommend that if you use an imputation bond for this strategy that you obtain initial and ongoing ...

La Trobe pooled mortgage fund rated by Zenith

MARK SMITH  |  THURSDAY, 18 JUN 2015
La Trobe Financial's Pooled Mortgage's Option (PMO) has been given a "Recommended" rating by Zenith Investment Partners. In the report, Zenith Analyst Dugald Higgins said: "The PMO's performance over the longer term has been robust, showing solid returns ...

Super tax concession savings not overly generous: NAB

DARREN SNYDER  |  TUESDAY, 16 JUN 2015
... payments. The most common taxing method in the OECD is where the contributions and earnings are not taxed, and the income stream in retirement is taxed, usually at the pensioner's marginal tax rate," the submission states. It says an Exempt Exempt Taxable ...

Challenger and Link partner to offer super annuities

ALEX BURKE  |  MONDAY, 15 JUN 2015
... "comprehensive income product for retirement" option, which the FSI report states should include "a regular and stable income stream, longevity risk management and flexibility." "This strategic alliance will facilitate the provision of guaranteed retirement ...

Govt pulls Public Sector Super fee subsidy

... outside the Government super environment (such as a rollover from another superannuation fund) to commence a CSCri income stream. An option that allows current members to restart their CSCri account with additional money (eg, from the sale of an investment ...

Actuaries say super taxes need to be reviewed

DARREN SNYDER  |  WEDNESDAY, 10 JUN 2015
... industry views of introducing a lifetime cap of $2.5 million on super savings that could be transitioned in to a super income stream which pays no tax on investment earnings. The Actuaries Institute also calls for lowering the high-earner 30% concessional ...

FEATURE: Defending wealth

STAFF WRITER  |  TUESDAY, 9 JUN 2015
... purpose is annuities. Purchased via a superannuation fund or life insurer, annuities provide a guaranteed fixed income stream over a specific term - these range from one year to total lifetime - which isn't taxable once the investor turns 60. (If an ...

Tax reform cannot be deferred any longer: AVCAL

DARREN SNYDER  |  TUESDAY, 2 JUN 2015
... recommending a limit of $2.5 million be placed on the superannuation funds an individual can rollover to commence an income stream in retirement. ASFA said this could be implemented by requiring that amounts above this ceiling remain in the accumulation ...