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Showing 511 - 520 of 990 results for "Death"

Transfer balance cap reforms could hurt grieving SMSFs

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
... members to seek financial advice as to how the transfer balance cap may impact their pension in the event of their spouse's death. SMSFA head of technical Peter Hogan said under the new superannuation rules that came into force on 1 July, the assets ...

MLC Life enhances benefits, boosts savings

JAMIE WILLIAMSON  |  MONDAY, 23 OCT 2017
... definitions. These enhancements include making the terminal illness benefit payable when the terminal illness will lead to death within 24 months instead of 12 months; signs and symptoms of a heart attack now being accepted as proof that a heart attack ...

Wills should be reviewed, not refuted: EQT

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
... for people to draw up a will and then forget about it is rising and can often lead to more issues in the event of their death than if they had no will at all. Given that people generally seek out a financial adviser to assist them through life's biggest ...

AIA Vitality launches charitable option

KARREN VERGARA  |  WEDNESDAY, 18 OCT 2017
AIA Australia has introduced charitable giving as part of its AIA Vitality rewards program. Under AIA Vitality's Active Benefits incentive, members have an option to donate rewards earned to one of three charities: the Black Dog Institute, Cancer Council ...

CommInsure adds new annuity strategy

JAMIE WILLIAMSON  |  TUESDAY, 17 OCT 2017
... layered retirement plan while also addressing some of the basic uncertainties (for example - loss of capital upon premature death) that often trouble new retirees."

Advisers can transform tragedy

DARREN SNYDER  |  MONDAY, 16 OCT 2017
... specialist believes a success marker for the Australian financial advice industry will be how it copes as the baby boom becomes a death boom. Speaking at the AFA 2017 National Adviser Conference on the Gold Coast, Corgenius chief executive Amy Florian ...

Advisers underrated at claim time

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
... a claim often results in considerable anxiety for an insured in the event of disability and for their family in event of death. "Advisers can add a meaningful and significant dimension as an advocate for the insured at claim time by ensuring that all ...

Why advisers should revisit death benefits

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
Three months after the super changes took effect, it's time for advisers to revisit the rules regarding death and disability benefits in conjunction with the transfer balance cap in estate planning strategies. According to IOOF head of technical services ...

Digital assets overlooked in estate planning

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
... Adam Steen said this should be a wakeup call for business owners, adding if service agreements are with individuals, then death and disability could result in significant business disruption and loss. Online service providers have different strategies ...

AustralianSuper moves to opt-in insurance

EMMA RAPAPORT  |  MONDAY, 18 SEP 2017
... insurance is primarily of benefit to people who have dependents or financial commitments that may be affected as a result of death or total and permanent disability. "With people getting married or having kids later in life we need to adjust our assumptions ...