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Showing 51 - 60 of 64 results for "Assets Test"

Challenger stages lifetime annuities comeback

MARK SMITH  |  WEDNESDAY, 19 JUN 2013
... six companies achieved sales of $280 million. This figure was achieved mainly because it marked the last year that Assets Test Exemption applied. Sales plummeted back to just $24 million in 2005. In 2012 sales of lifetime annuity products totaled just ...

ASX bolsters mid to small caps

MELANIE TIMBRELL  |  TUESDAY, 3 APR 2012
... capitalisation of $300 million or less. The updated admission requirements include the increase of the net tangible assets test from $2 million to a minimum of $4 million and changing the spread test to allow three levels at which acceptable shareholder ...

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. ...