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Who is in APRA’s crosshairs?

  • On 22/03/2018
The superannuation industry is busy dealing with several significant inquiries, including: The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry. The continuing Productivity Commission review of the efficiency of the superannuation system. The Parliamentary Joint Committee inquiry into life insurance as well as implementation of the code of practice for life […]
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Rebates of Dividend Imputation

  • On 14/03/2018
Dividend Imputation was introduced 30 years ago to avoid the double taxation of company dividends.  Australian companies provide a franking credit for the tax which they have paid and this is attached to the dividend.  The system was made more generous from July 2000 when the franking credits became refundable if they exceeded the owner’s […]
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Rice Warner’s Personal Investments Market Projections 2017 report

  • On 12/03/2018
Last week, Rice Warner released its annual Personal Investments Market Projections report for 2017. The report investigates how Australians invest their (non-superannuation) savings across investment markets and platforms. Overall, the report reflects on a year of strong investment market performance and an increase in total personal savings over the year of 12% (relative to an […]
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Ex-NAB Tim Jenkins joins Rice Warner

  • On 09/03/2018
Tim Jenkins is joining Rice Warner as Executive General Manager, Superannuation. Tim has over 30 years’ experience in superannuation and financial services, most recently as Head of Insurance in Super at NAB. As a proven successful senior executive, Tim comes with considerable experience and knowledge within the superannuation, retirement and group insurance space. Chief Executive […]
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Recovering lost super can improve retirement incomes bit by bit

  • On 15/02/2018
It is difficult to count the number of Australians with a superannuation or pension account as there are many living or travelling abroad who have some superannuation back home.  ATO figures show that around 40% of some 15 million Australians they have identified hold more than one superannuation account.  Some people have a need for […]
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