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Showing 61 - 70 of 126 results for "Centrelink"

AUSTRAC launches tool to help advisers fight terrorism

ALEX BURKE  |  TUESDAY, 2 MAY 2017
... collecting and analysing client information, which may reveal inconsistent or altered documentation; unexplained wealth; Centrelink fraud; or company/trust structures with unclear beneficiaries. Other red flags could appear during the provision of advice ...

Moody Aussies

BENJAMIN ONG  |  THURSDAY, 19 JAN 2017
... only surmise that Australian consumer sentiment is being hurt by recent headlines of politicians' travel rorts, the Centrelink debt recovery fiasco, expensive property prices (negative for buyers) and predictions of falling property prices (negative ...

Advice firm creates aged care subsidiary

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2017
... in finding suitable aged care facilities, negotiation of daily accommodation payments and assistance with relevant Centrelink forms. It also includes the organisation of removalists, storage facilities, rehousing of family pets via the Animal Welfare ...

Advisers drive annuities growth

KERRIE SYDEE  |  TUESDAY, 15 NOV 2016
... increasing life expectancies become further apparent." Abernethy highlighted the favourable treatment of annuities by Centrelink could be an important consideration for retiree clients impacted by asset test changes coming into effect January 2017. "More ...

VicSuper highlights retirement struggles

KERRIE SYDEE  |  MONDAY, 14 NOV 2016
... affected." The report surveyed retirees and pre-retirees, finding a lack of awareness and education surrounding changes to Centrelink were compounded by feelings of financial unpreparedness for retirement. Only 8% of respondents said they felt completely ...

Advisers unsure on super contributions

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
... the questions most commonly asked by advisers over the quarter were in regards to non-concessional contribution caps, Centrelink pension changes from 1 January 2017, and superannuation pension changes effective 1 July 2017. BT head of financial literacy ...

Fears of increased compliance costs misguided

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
... reaching out to every type of consumer to help them with any aspect of their financial life including savings, insurance, Centrelink, superannuation, retirement and investments. Robo-advisers target only those lucky consumers with spare cash to invest ...

GPS Wealth launches advice solution

KERRIE SYDEE  |  MONDAY, 5 SEP 2016
... centralised location to meet the changing needs of investors and advisers, and comply with any future regulatory or Centrelink changes."

Funeral bonds on the minds of advisers

DARREN SNYDER  |  MONDAY, 27 JUN 2016
... advantages associated with investing in funeral bonds," Cooper said. "Investments of up to $12,250 are currently exempt from Centrelink and the Department of Veterans' Affairs income and assets tests, which means there can be important taxation and pension ...

Public sector retirees still seek answers

DARREN SNYDER  |  TUESDAY, 17 MAY 2016
... suffering considerable and apparently unanticipated financial hardship." ACPSRO said there has been enough time for Centrelink systems to have accurate and easily accessed figures on the impact of the measure. ACPSRO has been waiting more than nine weeks ...