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Showing 51 - 58 of 58 results for "Assets Test"

Super Budget benefits all around: AXA

HAMISH MADDEN  |  THURSDAY, 11 MAY 2006
... of the aspects Semple said advisers would need to take into account going forward would be a new and "more generous assets test", dramatic RBL changes, abolition of lump sum taxes and issues with allocated pensions, term allocated pensions, eligible ...

ASIC launches TAP calculator

The Australian Securities and Investments Commission (ASIC) has launched a new term allocated pension (TAP) calculator to assist in retirement planning, while at the same time upgrading its superannuation calculator. The TAP calculator will be relevant ...

Tips for TAPs from BT

... benefits, they would be of particular interest to retirees with assets over the Department of Social Security's allowable assets test threshold or those with funds over the lump sum Reasonable Benefit Limit of $619,223 (for 2004/05), and approaching ...

Fiducian public super TAP

... security concessions. Funds invested in these structures are treated with a 50% discount when being assessed for an assets test. But Singh claimed unlike rival TAP offerings, Fiducian's was immediately integrated with its on-line service to all its advisers. ...

Another TAP hits the market

... the way a complying pension does. Funds invested in a TAP are treated with a 50% discount when being assessed for an assets test. The Investment and Financial Services Association has stated that approximately half its members are planning to launch ...

Rush on for Immediate Annuities: Aviva

... take advantage of the remaining period when they can achieve 100% exemption." Donaghy said as every $10,000 over the Assets Test lower limit can reduce Centrelink pensions by $30 each fortnight for some pensioners, the new rules are significant for r ...

Macquarie Financial Services backs new growth pensions

... makes it clear that, for pensions or annuities purchased on or after 20 September this year, the maximum level of assets test exemption available will be 50% of the purchase prices," head of Macquarie Technical Services David Shirlow said. Shirlow said ...

Macquarie welcomes Senate superannuation recommendations

... concessionally taxed superannuation benefits and help other investors qualify for a higher age pension via social security assets test concessions." "The growth pension would have similarities with allocated pensions, allowing investors to select investment ...
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