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Showing 751 - 760 of 1004 results for "Accumulation"

20pc not too high for super contributions

RACHEL DAVIS  |  FRIDAY, 26 AUG 2011
... superannuation would be realistic and the contributions should be uncapped. "There is that tipping point between accumulation and de-accumulation that everyone needs to address, to help prepare them for the point of draw down." Harden also addressed ...

Clime gains three-star rating for Aus equities fund

ALISON BEVEGE  |  FRIDAY, 19 AUG 2011
... equities fund had returned 12.90% on an annualised basis over the past three years, compared with the All Ordinaries Accumulation Index which returned 0.43% over the same period. The total return for the three years was 43.91%, he said. The five-year-old ...

CBD vacancies hit 2-year low

ALEX DUNNIN  |  THURSDAY, 18 AUG 2011
... fuelling a recovery in valuations and direct property index returns. In the just gone financial year, while the ASX accumulation return was an impressive 11.9%, the Financial Standard Direct Property Index wasn't far behind on 11.0%. But returns for ...

Help for advisers with super death tax impact on SMSFs

ALISON BEVEGE  |  WEDNESDAY, 17 AUG 2011
... minimize the CGT implications of the draft ruling with anti-detriment laws. "The effect of an SMSF moving back to the accumulation phase where there are no longer any tax-dependant beneficiaries may add a significant CGT liability...on top of estate ...

SMSFs can use tax rule to save thousands conference told

ALISON BEVEGE  |  WEDNESDAY, 10 AUG 2011
... income earned by super fund assets, which supports a pension upon the death of the member. The balance reverts to the accumulation phase if there are no dependents such as when the children are adults and there is no dependent spouse. The ruling also ...

Market plunge exposes system weakness: Cooper

MATT WOODINGTON  |  MONDAY, 8 AUG 2011
... like these really expose the way we treat retirement, as though it's just a slightly more conservative version of accumulation," said Cooper. Cooper said that recent studies suggest that retirement portfolios were exposed to 67% growth assets, only marginally ...

Real estate may cause super tax headache

ALISON BEVEGE  |  MONDAY, 25 JUL 2011
Real estate investments within superannuation would cause the biggest issue when pension-phase funds revert to accumulation on the death of the member, a self-managed super fund expert said today. David Busoli, national head of education for Cavendish ...

New tool launched to gear SMSFs into property

ALISON BEVEGE  |  FRIDAY, 22 JUL 2011
... using contributions all inside of super sounded like a pretty attractive proposition for young SMSF clients in the accumulation phase. Multiport offered a series of case studies in which property could work in an SMSF.

PIMCO urges SMSFs to get active

MATT WOODINGTON  |  WEDNESDAY, 20 JUL 2011
... fund returning 7.48% per annum for the ten years to June 30 2011. Australian shares, as measured by the S&P/ASX 200 Accumulation Index, returned 7.21% annually over the same period. "For investors, particularly self managed super fund investors holding ...

Govt invites input on move to halve tax on savings

ALISON BEVEGE  |  THURSDAY, 14 JUL 2011
... sector very much. "What the statistics don't break down is the difference between how much is held by a fund in the accumulation phase, pre-retirement, and how much in the post-retirement phase." Dunn said the tax break would be irrelevant to people ...