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Showing 51 - 60 of 166 results for "Beneficiary"

Investment bonds a good alternative to Wills: GDG

KANIKA SOOD  |  FRIDAY, 26 MAR 2021
... "They're very simple to set up and easy to maintain. Certainly no headaches, no tax returns [and] anyone can be a beneficiary." Investment bonds don't incur capital gains tax. Instead, they are taxed at maximum 30%. Transferring ownership of ...

Woman allegedly left out of will because she was born by artificial insemination

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... received an income or capital distribution from any of the trusts," Smorgon said. "I have never been told that I am not a beneficiary of the relevant trusts." She is seeking access to tax returns, trust deeds, profit and loss statements, balance sheets ...

Nabtrade brokerage to support rural youth

ELIZA BAVIN  |  THURSDAY, 26 NOV 2020
... Foundation whose mission was to protect children from violence, and the year prior The Luke Batty Foundation was the beneficiary of the initiative. Meanwhile, NAB was given the second highest score for the banking and financial services sector in Australia ...

AAT affirms SMSF adviser ban

JAMIE WILLIAMSON  |  WEDNESDAY, 11 NOV 2020
... conflict of interest, having recommended clients invest in a fund that he was the investment manager of while also the beneficiary of the SMSF administration service provider he recommended they engage. While he did not contest ASIC's findings that he ...

CalPERS scrutinises CIO personal investments

KARREN VERGARA  |  THURSDAY, 17 SEP 2020
... an independent trustee, who has complete discretion to buy and sell assets without the knowledge or consent of the beneficiary. The move comes off the back of Yu (Ben) Meng resigning abruptly in August as chief investment officer amid allegations that ...

Asset managers still bearish, but less so

ALLY SELBY  |  WEDNESDAY, 12 AUG 2020
... half, bfinance said, with demand continuing so far in the third quarter. "Private markets strategies are a logical beneficiary of current conditions, given the historically outstanding results of post-crisis vintages and lower sensitivity to timing ...

Land tax, not stamp duty: Report

JAMIE WILLIAMSON  |  FRIDAY, 3 JUL 2020
... fair". Therefore, a tax on land would be the more equitable approach to funding government services, ensuring the beneficiary pays. The Real Estate Institute of Australia welcomed the call for reform, saying: "Taxes are one of the factors determining ...

New course helps advisers recognise financial abuse

JULIA NEWBOULD  |  TUESDAY, 5 MAY 2020
... may be if all of the assets are in one person's name and the other is left out, or the spouse is unnamed as a beneficiary. "It's a fact-finding situation; we just need to be aware of what to look for," Cassar said, estimating that she has advised ...

What's next for income-focused funds

KANIKA SOOD  |  THURSDAY, 9 APR 2020
... Metcash and IGA [which] are going gangbusters. Even Telstra, which has cut dividends over the last few years could be a beneficiary of the world telecommuting de riguer [during COVID] which has forced people to add to their plans," he said. Hamson said ...

It's not you, it's quarantine

ELIZA BAVIN  |  THURSDAY, 9 APR 2020
... people don't realise that up until the time the divorce is finalised their partner is still a power of attorney or beneficiary of their estate. "Initially, most people don't think about things like power of attorney or wills," Hacker said. "Even though ...