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Showing 61 - 70 of 119 results for "Death Benefits"

Interest in early access to super rises

JAMIE WILLIAMSON | MONDAY, 11 MAR 2019

... access it." Related issues raised by advisers on behalf of clients include understanding how TTR pensions, super death benefits, and total and permanent disability insurance inside super works.

Government consults on super legislation

HARRISON WORLEY | TUESDAY, 5 MAR 2019

... balance when they are commuted or rolled over, resulting in a nil debit. He said the amendments would also ensure death benefits that include life insurance proceeds are not subject to tax when rolled over to a new super fund. Alongside the legislative ...

Treasury delays CIPR timetable

KARREN VERGARA | WEDNESDAY, 31 OCT 2018

... defined benefit under the transfer balance cap, he added. Finally, Robert said he aims to change the law to make sure death benefits that include life insurance proceeds are not subject to tax when they are rolled over to a new superannuation fund. This ...

Super under microscope at Royal Commission

DARREN SNYDER | MONDAY, 23 JUL 2018

... super; identification issues; conditions of early release; and the difficulties associated with the release of death benefits. In an update on Monday, the Royal Commission listed the companies and entities that will appear, including: AMP Super and NM ...

Super funds countdown to Royal Commission

KARREN VERGARA | MONDAY, 9 JUL 2018

... look at identification issues, conditions of early release and the difficulties associated with the release of death benefits. As a financial counsellor for Anglicare in the Northern Territory, Philip Bowden told the Commission that 80% of his time is ...

What the associations want from Budget 2018

KANIKA SOOD | TUESDAY, 8 MAY 2018

... financial literacy for women, inclusion of financial planners in Statutory Declaration Regulations and simplifying death benefits, among others. The FPA also wants the Government to let working Australians above the age of 75 to make contributions to ...

What will estate planning look like in 2020?

DARREN SNYDER | WEDNESDAY, 4 APR 2018

... Chew said. He added such an increase could affect estate planning strategies, especially impacting the payment of death benefits to non-dependants. What this would effectively do is tighten advisers' estate planning opportunities, as would a continued ...

SMSFs grappling with super changes

KARREN VERGARA | FRIDAY, 12 JAN 2018

... are still coming to grips with the impact of the legislative changes in certain areas such as estate planning and death benefits. Death benefits, which are a complex issue, have been made even more complex and while the transfer balance cap, total superannuation ...

Transfer balance cap reforms could hurt grieving SMSFs

JAMIE WILLIAMSON | MONDAY, 30 OCT 2017

... SMSF members and their advisers are 'blissfully ignorant' of the impact of these changes regarding the payment of death benefits," Hogan said. According to Hogan, it is incorrectly assumed that anything above the $1.6 million TBC of the surviving spouse ...

Why advisers should revisit death benefits

KARREN VERGARA | FRIDAY, 6 OCT 2017

... in estate planning strategies. According to IOOF head of technical services Martin Breckon, the changes around death benefits reinforce the idea that super is not a vehicle for extensive estate planning or intergenerational wealth transfer. The additional ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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