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Showing 31 - 40 of 93 results for "Imputation"

Insurance bonds meeting retirement income demand

ALEX BURKE | TUESDAY, 10 JAN 2017

... $400,000 was put into an annuity earning 2.5% and paying $20,000 for 20 years. The remainder was then invested into an imputation bond, 40% through a term deposit fund and 60% in a mainstream balanced fund; this mix, Austock Life said, had delivered ...

Austock expands investment menu

MARK SMITH | THURSDAY, 18 AUG 2016

Austock Life has expanded its Vanguard Tax-Paid range, adding three new indexed options to its imputation bond menu. The addition of the Vanguard Diversified Conservative Index, Vanguard Diversified Growth Index and Vanguard International Shares (Unhedged) ...

Government help needed to remove innovation obstacles

MARK SMITH | TUESDAY, 23 FEB 2016

... policies to stimulate new investment shouldn't come at the expense of existing policies. In contrast he described dividend imputation as a policy that supports the "current investment landscape." Merlicek said moves by the Federal Government are encouraging ...

Treasury revises cost of super tax concessions

DARREN SNYDER | TUESDAY, 2 FEB 2016

... similar assets, they would be likely to attract concessions associated with capital gains and the benefits of dividend imputation, which also involve a cost to revenue," Vamos said. "The more accurate method for estimating tax expenditures confirms that ...

Advisers recommending imputation bonds to sidestep will worries

ALEX BURKE | FRIDAY, 29 JAN 2016

Advisers are increasingly recommending that retiree clients use imputation bonds to safely deliver bequests to beneficiaries, according to Austock Life head of IFA product and relationships Richard Atkinson. Imputation bonds differ to traditional entitlements ...

Centuria Life launches investment bond funds

LAURA MILLAN | MONDAY, 26 OCT 2015

... investors exposure to Australian and international property, both directly and through listed entities. The Centuria Imputation Bond is a higher risk fund invested primarily in Australian shares and focused on those who pay a high dividend. Its aim is ...

Imputation's economic effects unclear: research

DARREN SNYDER | FRIDAY, 23 OCT 2015

... Researchers openly admit they don't know anywhere near as much as they would like to about the implications of dividend imputation forming economic policy. Australian Centre for Financial Studies (ACFS) research director, Professor Kevin Davis, reiterated ...

Scrapping dividend imputation costly for retirees

DARREN SNYDER | TUESDAY, 11 AUG 2015

Removing or changing dividend imputation might be a revenue fix for the federal government but it will have long-term effects on Australians' retirement savings. This is the belief held by Association of Superannuation Funds of Australia chief executive ...

Consensus emerging on Tax White Paper

DARREN SNYDER | THURSDAY, 16 JUL 2015

... negative gearing and capital gains tax, but there appears "strong support for the retention of our system of dividend imputation." The Treasurer said in 2012, the top 10% of individual taxpayers paid nearly half the personal income tax collected by the ...

Alternative income sources could benefit retirees

ALEX BURKE | MONDAY, 29 JUN 2015

Imputation bonds or insurance bonds could be a good alternative to annuities or account based pensions in a context of low rates and new rules for aged care means-testing. Imputation bonds can provide an annuity-like payment stream with greater flexibility ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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