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Showing 81 - 90 of 95 results for "Inheritance"

SMSF body moves against super death tax

ALISON BEVEGE  |  TUESDAY, 26 JUL 2011
... in late-stage SMSFs as the more liquid investments are sold down over time. Real estate that is passed on through inheritance is also capital gains tax free, subject to some restrictions, if it is outside an SMSF. But under the new draft ruling beneficiaries ...

Budget 2011: minor investors cut short

ELISE BURGESS  |  WEDNESDAY, 11 MAY 2011
Investments on behalf of minors may now be cut short after the federal budget has shut down minor access to the Low Income Tax Offset (LITO). As part of the budget, minors, children under the age of 18, will no longer be able to access the LITO to reduce ...

China's HNWs hold $1.2tr

ALEX DUNNIN  |  WEDNESDAY, 11 MAY 2011
... generation wealthy individuals. This suggests economic stability and providing for their children's education and inheritance are their major objectives, they said. Foreign wealth managers seeking to access this capital should develop partnerships with ...

Wealth transfer strategies top adviser books

RUTH LIEW  |  TUESDAY, 1 JUN 2010
... and licensee select, Neil Younger, said at the firm's annual conference last month that the transfer of wealth or inheritance from the Baby Boomer generation and their parents to their children and grandchildren over the next two decades could be the ...

Time to grow: Securitor

MICHELLE BALTAZAR IS A MEDIA GUEST OF THIS YEAR'S SECURITOR ANNUAL CONFERENCE.  |  WEDNESDAY, 14 APR 2010
... said two megatrends can make or break a planner's business in the future. One is the massive transfer of wealth, or inheritance, from the Baby Boomer generation and their parents to their children and grandchildren over the next two decades. According ...

Is super sexist?

MICHAEL HOBBS  |  MONDAY, 8 DEC 2008
... super when arranging financial settlements. The article also encourages women to consider using their tax return or inheritance to add to their super. David Arnold, individuum boss, said the article was part of the super fund's strategy to publish informative ...

Pengana Global Volatility gains 24pc

MICHELLE BALTAZAR  |  MONDAY, 10 NOV 2008
... president so what's the new tax policy? By how much is he going to raise federal taxes? What is he going to do with the inheritance tax? What's going to be in the budget?" asked Wilkinson. "The inherent risk characteristics of the market aren't going ...

Lifeplan keeps it in the family

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
... losing funds under advice. The average Australian estate has 2.7 beneficiaries, according to the impact of Housing Inheritance on the Distribution of Wealth in Australia report.

Members should update binding beneficiaries: ASFA

ALEX DUNNIN  |  MONDAY, 26 MAR 2007
... superannuation interest group "The laws surrounding payment of a superannuation death benefits are often quite different from inheritance law, with which people are more familiar," said Dr Anderson. The problems put considerable pressure on trustees ...

SMSFs most flexible option post Budget: Mariner

KATE HAGE  |  MONDAY, 4 SEP 2006
... option and aggregate super and non-super capital at the outset, which should be attractive to clients who receive an inheritance or want to otherwise make substantial catch-up payments in their superannuation.