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Showing 431 - 440 of 649 results for "Income Stream"

Advisers warned to check pension start dates after new ruling

MARK SMITH  |  MONDAY, 5 AUG 2013
... warned to pay closer attention to pension start dates following a tax office ruling explaining when a superannuation income stream commences and when it ceases, and consequently when a superannuation income stream is payable and taxable. "The ATO has ...

ATO clarifies when a pension ceases

STAFF WRITERS  |  THURSDAY, 1 AUG 2013
... confirming the conditions for when a pension ceases. The ATO issued the Ruling to explain when a superannuation income stream commences and when it ceases, and consequently when a superannuation income stream is payable and taxable. The Ruling, known ...

Breaking Australia's love affair with the lump sum

JAMES FERNYHOUGH  |  MONDAY, 29 JUL 2013
... of under $40,000. In 2000, 65% of retirees received their superannuation exclusively in a lump sum rather than an income stream. By 2007, this figure had gone down to 47%. While this demonstrates a decline, the figure is still too large to be sustainable. ...

Westpac launches annuity lookalike

JAMES FERNYHOUGH  |  WEDNESDAY, 17 JUL 2013
... achieve retirement goals. The Westpac Annuity Deposit will require a minimum deposit of $50,000 and will provide an income stream for up to 15 years. The income will be drawn from the interest yield and return on the principal. Because it is a deposit ...

Retirees warned: beware the 'great rotation'

JAMES FERNYHOUGH  |  THURSDAY, 4 JUL 2013
... equities at the same time Australian retirees are moving out of equities and into bonds in the search for a reliable income stream, then retirees may find themselves on the wrong end of a big global trade," AXA IM's Director of Australia & New Zealand ...

Former ING DIRECT BDM joins EBX

MARK SMITH  |  THURSDAY, 4 JUL 2013
... this year. Targeted primarily at retirees, they are designed to provide investors with a stable and predictable income stream for up to thirty years in the future. "Essentially Endowment Bonds are a new 'planning tool' designed to provide savings and ...

AMP targets SMSFs for infrastructure and property funds

JAMES FERNYHOUGH  |  FRIDAY, 28 JUN 2013
... particular, the website stresses the monopolistic nature of many infrastructure operations, which insures a safe income stream. The 'microsite' advertises AMP's various property and infrastructure funds. Under infrastructure, AMP lists assets such as ...

Hunter Hall founder targets instos and SMSFs

MARK SMITH  |  MONDAY, 24 JUN 2013
... Altair Income Strategy - both concentrated Australian equity portfolios with the latter optimised to provide an income stream. Altair is currently working to make the funds available on the HUB24 and IOOF platforms. There are also plans to launch further ...

Super is working but needs to evolve: ASFA

ALEX DUNNIN, JAMES FERNYHOUGH  |  TUESDAY, 4 JUN 2013
The superannuation system is working but is transitioning, according to a report by Deloitte Access Economics that was commissioned by ASFA. The report, 'Maximising Superannuation Capital', released today at the ASFA Investment Interchange seminar ...

NZ Super Fund inks US$275m UK mandate deal

ALICE URIBE  |  FRIDAY, 31 MAY 2013
... attractive to the Fund. "It provides good diversification for our portfolio and the premiums provide an attractive income stream," he said. "As a long-term investor with certain cash flows and the ability to tolerate risk in the short-term, the Fund ...