Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 51 - 60 of 62 results for "Assets Test"

Strong leadership essential to face superannuation challenges

CLAIRE MCGREAL  |  THURSDAY, 10 NOV 2011
... Australia". " It's been complex, its often been unpopular... thinking back to the mid 80s with the introduction of the assets test...it's been controversial and certainly difficult for politicians and the public, but it demonstrates the three characteristics ...

PC recommends govt-backed aged care equity release

ALEX DUNNIN  |  WEDNESDAY, 2 FEB 2011
... inequitable, and they encourage over-saving for people who wish to exploit the exemption of aged care bonds from the pension assets test. "Such subsidies perform poorly on equity grounds as they offer the greatest benefit to those with the greatest capacity ...

Disability trust comes with caveat

ELISE BURGESS  |  THURSDAY, 20 JAN 2011
... must be aware of how any accounts or funds may affect the disabled individual qualification to receive a Centrelink Assets Test exemption of up to $563,250 (annually indexed). Other conditions that apply to the disability trust include the number of ...

Clear focus to drive age pension reform

ALEX DUNNIN  |  THURSDAY, 25 SEP 2008
... Wickham said they found that 90 per cent of the problems encountered by pensioners relate to the structure of income and assets test. "For example, if you downsize your home you actually bring your excess house equity into the assets test," he said. ...

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 ...