Sentences with phrase «from superannuation funds»

He is also unafraid of voicing principled views about what is happening in the sector from land clearing to bringing more capital in from superannuation funds and making sure lenders in the space are properly qualified.

A letter from the superannuation fund confirming fund has accepted the disability is likely to result in the inability to ever be gainfully employed in a capacity for which you are reasonably qualified because of education, experience or training.

Determinations and assessments issued to individuals will contain the same information about how to release amounts from their superannuation fund.

Not exact matches

Since the early 1980s, the proportion of household financial assets held as deposits has fallen from about 50 per cent to below 30 per cent; this has been mirrored by a comparable rise in the proportion of household assets held as claims on life insurance and superannuation funds (Graph 11).

The nation's largest superannuation fund has confirmed that all 2.2 million of its members will be sheltered from Labor's plan to make frank...

The fund, which owns 23,000 hectares of the highest - quality farms in Australia — from King Island to Moree in NSW — is backed by major superannuation funds such as Australian Super, Australian Catholic Super, AMP Capital, the former AUSCOAL Super now Mine Wealth & Wellbeing, the University of Melbourne, Christian Super and private investor and retiring AFL chairman Mike Fitzpatrick.

PFRDA in its circular has clearly mentioned that as per the provisions in the Income Tax Act, the amount transferred from Recognised PF / superannuation fund to NPS will not be treated as Income of the current financial year and is hence not taxable.

From 1 July 2017, a fund will lose the income tax exemption for assets supporting TRISs and similar superannuation income streams that are not in the retirement phase from this tFrom 1 July 2017, a fund will lose the income tax exemption for assets supporting TRISs and similar superannuation income streams that are not in the retirement phase from this tfrom this time.

In relation to TRISs, the transitional arrangements are intended to provide CGT relief by enabling complying superannuation funds to reset the cost base of CGT assets to their market value where those assets are re-allocated or re-apportioned from the current pension phase to the accumulation phase in order to comply with the new law.

Consequently, superannuation funds using the segregated method may need to reallocate CGT assets they hold from their segregated current pension asset pool.

Tina receives a superannuation income stream from the fund.

This means that, from 1 July 2017, an SMSF or small - APRA fund could have a member with a transfer balance under the $ 1.6 m transfer balance cap, but who also has a total superannuation balance exceeding $ 1.6 m.

From 2008, a new Self - managed superannuation fund annual return (SAR) was developed to enhance the regulation of SMSFs and enable the collection of more reliable data.

Consider two hypothetical international equity managers holding the same stock from the perspective of a taxable superannuation fund client with realized capital losses (see Exhibit 1).

If you are a former temporary resident who accumulated superannuation (super) while working in Australia you can claim your super from your super fund if all of the following are met:

You can keep your money within the superannuation system and transfer it from an accumulation fund to an account - based pension.

A superannuation fund that originally catered to workers from a particular employment industry or industrial award.

In relation to TRISs, the transitional arrangements are intended to provide CGT relief by enabling complying superannuation funds to reset the cost base of assets to their market value where those assets are re-allocated or re-apportioned from the current pension phase to the accumulation phase in order to comply with the new law.

* Retirement Standard benchmarks for the 2016 September quarter from the Association of Superannuation Funds of Australia (ASFA).

In Exhibit 1, we present the 10 - year excess returns (alpha) of 198 U.S. mutual fund managers over a period ending Dec. 31, 2013, from the perspective of an Australian complying superannuation fund.

Members may transfer superannuation benefits from other superannuation funds to the Fund.

At the time of Henry's death he was in receipt of a pension from the Jackson Superannuation Fund valued at $ 1,000,000.

The Australian Future fund is tasked with delivering high risk - adjusted returns on public funds, such as the Australian Government's budget surpluses, in order to cover the Government's unfunded superannuation liability arising from entitlements to public servants and defence personnel.

Under the current provisions, any payment from an approved superannuation fund that is made to an employee in lieu of / in commutation of an annuity, after a specified age, on retirement, or on becoming incapacitated prior to such retirement - is exempted from tax.

For Bajaj Allianz Group Superannuation secure, premium allocation charge is deducted from the fund value and policy administration charge is not applicable.

For Kotak Superannuation Group Plan - II, premium allocation charge is deducted from the fund value and some policy administration charge is applicable.