Search Results | Showing 31 - 40 of 166 results for "Beneficiary" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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