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Showing 61 - 70 of 95 results for "Inheritance"

SMSF trustees increasing use of planners

DARREN SNYDER  |  FRIDAY, 12 AUG 2016
... Investment Trends head of research, Recep III Peker, said consistent with previous years, SMSF trustees have noted inheritance and estate planning, pension strategies, Age Pension, and longevity risk as key areas where they have unmet advice needs. "This ...

Australians short-changing themselves with cash bias

ALEX BURKE  |  TUESDAY, 26 APR 2016
... currently nearing retirement are under-funded - they don't have enough super to last their lifetime. Investing an inheritance in super in your 50s or 60s could be what makes the difference between a frugal and a comfortable standard of living in reti ...

The lucky country may not be so for future generations

WHITNEY FITZSIMMONS  |  MONDAY, 4 APR 2016
... financial security and how people expect to live in retirement. It revealed nearly one in five people will rely on family inheritance to pay off their mortgage or ensure their financial security and more than a third believe they will need government ...

Death tax would save budget billions: Costello

DARREN SNYDER  |  THURSDAY, 11 FEB 2016
... Treasurer to look at this idea. It is an income option that cannot be ignored. There has never been a stronger case for an inheritance tax," Costello said. "It is estimated that within the next 50 years there will be nine million Australians aged 65 ...

Advisers recommending imputation bonds to sidestep will worries

ALEX BURKE  |  FRIDAY, 29 JAN 2016
Advisers are increasingly recommending that retiree clients use imputation bonds to safely deliver bequests to beneficiaries, according to Austock Life head of IFA product and relationships Richard Atkinson. Imputation bonds differ to traditional entitlements ...

The power of saying no to difficult advice clients

ALEX BURKE  |  WEDNESDAY, 28 OCT 2015
... months and they were very financially attractive, both with six-figure salaries and he'd just come into a $2 million inheritance," she said. While Sam wanted to keep his investment property, she continued, Ange wanted to sell it to ensure their children ...

Australians don't want government to step in on super: research

DARREN SNYDER  |  MONDAY, 26 OCT 2015
... retirees were planning to draw down on their superannuation to help their children - organising to leave a significant inheritance (36%) topped the list, followed by helping to pay school fees for their grandchildren (29%), helping their children afford ...

Are Aussies super know-it-alls?

DARREN SNYDER  |  MONDAY, 12 OCT 2015
... additional income sources such as property and employment to supplement their superannuation and about 11% will rely on inheritance. ING DIRECT chief executive Vaughn Rictor said as an industry super funds needed to ensure they "are as simple and transparent ...

Super and pension work together

ALEX BURKE  |  MONDAY, 3 AUG 2015
... pension," the report said. Noting that the superannuation system wasn't designed to "fund tax-free accumulation of inheritance for the kids," the report added that the "$1 million lump sum" argument is both typically based on average super balances (which ...

Govt pulls Public Sector Super fee subsidy

... current members to restart their CSCri account with additional money (eg, from the sale of an investment property, an inheritance or other windfall, or from other superannuation savings) has also been introduced.