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Showing 441 - 450 of 676 results for "Lifetime"

Alternative income sources could benefit retirees

ALEX BURKE  |  MONDAY, 29 JUN 2015
... is not an ordinary type annuity, 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 ...

VicSuper and Challenger launch integrated super retirement product

DARREN SNYDER  |  THURSDAY, 11 JUN 2015
... their income in retirement." The first CIPR product, VicSuper Guaranteed Income for Life, is similar to a contemporary lifetime annuity. The second, Guaranteed Fixed Term Income, is similar to a fixed term annuity. They are intended to supplement use ...

Actuaries say super taxes need to be reviewed

DARREN SNYDER  |  WEDNESDAY, 10 JUN 2015
... arrangements. In its submission to the Tax Discussion Paper, the Institute reiterated some 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 ...

FEATURE: Defending wealth

STAFF WRITER  |  TUESDAY, 9 JUN 2015
... 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 investor chooses, capital can also be returned at the end of the term ...

Tax reform cannot be deferred any longer: AVCAL

DARREN SNYDER  |  TUESDAY, 2 JUN 2015
... superannuation funds representative body suggests non-concessional contributions should be capped at $1 million over a lifetime "to prevent very large balances from accruing in the future as an integrity measure to complement the $2.5 million capital ...

Equity Trustees appoints WA estate planning lawyer

STAFF WRITER  |  THURSDAY, 14 MAY 2015
... population as well as the changing requirement of blended families and people having more than one partner during their lifetime." Prior to joining Equity Trustees, Hollett was an officer for the personal trusts and estate planning division at National ...

CFS reveals retirement income strategy

LAURA MILLAN  |  MONDAY, 4 MAY 2015
... concluded that "combining products in retirement, taking an account based pension and a small allocation to some sort of lifetime annuity or some sort of deferred lifetime annuity when they become available is actually a better prospect for the mass ...

Advisers turning to annuities for longevity risk

ALEX BURKE  |  MONDAY, 13 APR 2015
... 38% of respondents were recommending annuities to clients - up from 32% in 2013. Furthermore, the research shows that lifetime annuities have become the "guaranteed income product of choice" with 39% of participants expressing an intention to use them ...

Changes to super tax needed: AIST

DARREN SNYDER  |  THURSDAY, 2 APR 2015
... top 10% of Australian wage earners received about $500,000 in government support through super tax concessions over a lifetime. Those in the top 1% of earners received almost $630,000 of government support. This compares to around $400,000 in government ...

Policies can adjust super tax concessions: ASFA

DARREN SNYDER  |  WEDNESDAY, 1 APR 2015
... government could implement promptly to adjust superannuation tax concessions. ASFA chief executive Pauline Vamos said lifetime caps on concessional and non-concessional contributions and different tax treatment of high-balance accounts would be a starting ...