Search Results | Showing 41 - 50 of 158 results for "Transition to retirement" |
| | | ... checking investments (0.7 points higher than retail), checking insurance (0.6 points higher), opening Transition to Retirement (TTR) accounts (0.7 higher) and locating Age Pension information (0.6 points higher). Corporate governance documents were tough ... |
| | | | ... Members of West State Super saw admin fees reduce from 0.06% p.a. to 0.04% p.a. RI Allocated Pension and Transition to Retirement Pension admin fees changed from fee from 0.20% p.a. to 0.12% p.a. |
| | | | ... minimum balance in the cash option. The arrangement is now the default across REI's Retirement Pension and Transition to Retirement Pension. The new option follows the decision by the real estate industry fund to adopt the Insurance in Superannuation ... |
| | | | ... will protect you, but that's not always the case." The new provisions, O'Dwyer added, will enable the transition to retirement income stream of a super fund member to be paid at death to their eligible dependants without having to be commuted and a new ... |
| | | | ... super should be delivered, and that is income for life from age 65. At the moment, we have accumulation, transition to retirement and then the pension phase - it does not make sense to anybody else outside of this room, to them they just have a super ... |
| | | | ... same education qualifications as financial planners. "To do this job, they do not need to understand transition to retirement strategies, the intricacies of managed funds, or the latest superannuation caps legislation. That kind of education is not appropriate," ... |
| | | | The Federal Government is pushing for reversionary transition to retirement income streams (TRIS) to be paid to an eligible dependent upon a death, regardless if a condition of release is met. Minister for Revenue and Financial Services Kelly O'Dwyer ... |
| | | | ... concert with insurers" to provide competitive retirement investment products; services to simplify the transition to retirement; and advice and support "to help members manage their retirement investments as their lifestyle and circumstances change over ... |
| | | | ... under $1.6 million as well as considering CGT relief for those affected by the transfer balance cap and transition to retirement changes," he said. Consequently, members paid less attention to the longer-term strategies, namely optimising estate planning. ... |
| | | | Transition to retirement income streams strategies remain a priority for financial advisers according BT Financial Group. The BTFG Advice Technical division said in its September quarter round-up the business found the top two queries made by financial ... |
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