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Showing 31 - 40 of 166 results for "Beneficiary"

Consulting triopoly dominates NFP super

JAMIE WILLIAMSON  |  WEDNESDAY, 24 MAY 2023
... increasingly using more consultants, including specialist consultants for certain asset classes. JANA has been the biggest beneficiary of the consolidation trend, with its largest super fund clients being Australian Retirement Trust, AustralianSuper ...

Superhero to launch adviser platform

CASSANDRA BALDINI  |  WEDNESDAY, 3 MAY 2023
... superannuation investments for clients, download comprehensive tax and performance reports for clients and change beneficiary nominations, it said. "Superhero's focus has always been about providing value and launching an adviser platform is a tangible ...

Retirees feel the brunt of inflation: Challenger

CHLOE WALKER  |  TUESDAY, 24 JAN 2023
... some protection from inflation, including the twice-yearly indexation of Age Pension Payments and the Pensioner and Beneficiary Living cost index. "There is additional inflation protection provided for retirees receiving a part of the Age Pension," it ...

Australian equities to outperform in 2023: VanEck

CASSANDRA BALDINI  |  FRIDAY, 13 JAN 2023
... spending as his government's main lever to rescue economic growth. "The Australian resources sector could be a major beneficiary of this investment, as it was during the GFC. The reopening of a country with 1.4 billion residents offers investment opportunities ...

Inconsistencies across RIC strategies: Mercer

ANDREW MCKEAN  |  FRIDAY, 16 SEP 2022
... also varying, with about 60% of funds using the Covenant's minimum definition of retirement income, being payments a beneficiary receives from their super fund plus Age Pension. Contrastingly, other funds definitions provisioned for the inclusion of ...

AustralianSuper breaks into world's top 20 pension funds

CASSANDRA BALDINI  |  TUESDAY, 6 SEP 2022
... trend, its growth is, in part, due to consolidation within the Australian superannuation industry, with the mega fund a beneficiary of this in terms of increased fund size." He added that consolidation has intensified because of the Your Future, Your ...

Calls for Indigenous super beneficiary changes renewed

ANDREW MCKEAN  |  MONDAY, 30 MAY 2022
The Indigenous Superannuation Working Group will lobby the new federal government to ensure it reprioritises the recognition of kinship structures in Indigenous communities for increased super access. AIST chief executive and Indigenous Superannuation ...

Government welcomes ATO family trust guidance

CHLOE WALKER  |  TUESDAY, 12 APR 2022
... guidance replaces the ATO's 2014 guidance, which taxpayers and their advisers have been relying on, concerning when a beneficiary's entitlement to trust income arises out of a reimbursement agreement. Sukkar noted that the ATO's clarification that ordinary ...

Government vows support for SMEs, self-funded retirees

JAMIE WILLIAMSON  |  THURSDAY, 24 MAR 2022
... all trusts have the option to lodge income tax returns electronically. "Digitalising the reporting of trustee and beneficiary obligations will reduce errors and processing times and create capacity to pre-fill beneficiaries' tax returns," Frydenberg ...

IOOF completes platform overhaul

KARREN VERGARA  |  THURSDAY, 9 DEC 2021
... accounts, an adviser activity dashboard, at-limit trades, and the use of DocuSign for non-binding and binding non-lapsing beneficiary nominations. "Listening to advisers, understanding their needs and the needs of their clients remains integral to Evolve ...