Search Results | Showing 61 - 70 of 97 results for "Inheritance" |
| | | ... profile and ad-hoc access to lump sums. To illustrate, Austock Life used the case study of a 65-year-old with a $650,000 inheritance looking for a 20-year income stream of $40,000 per annum. The first $400,000 was put into an annuity earning 2.5% and ... |
| | | | Treasurer Scott Morrison has flagged that lottery wins and inheritances are unlikely to be included as exemptions around the $500,000 cap on post-tax superannuation contributions. Speaking with Sky News yesterday, Morrison said although inheritances ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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