Posts Tagged ‘Gemma Dale’

By MLC Market Watch Team

Changes to social security and what it means for you

Thursday, September 10th, 2009
Changes to social security and what it means for youNew social security rules coming into effect on 20 September will bring welcome relief for pensioners or those nearing retirement.

MLC Technical Expert, Gemma Dale outlines a number of key changes and what it may mean for you.

These changes include:

  • an increase in the rate of pension
  • incentives to remain in the workforce, and
  • new arrangements for treating income.

Find out how the new pension system will work, and how you can make the most of the changes before the 20 September deadline.

View the pdfGemma Dale video here.

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Posted in Economic analysis, Economic update, Pensions, Retirement, Super | Comments Off

By MLC Market Watch Team

How does the 2009 Federal Budget impact you?

Wednesday, May 13th, 2009
MLC technical expert Gemma Dale has examined the Budget and identified the key areas likely to affect investors.

pdf In the video, Gemma looks at some of the key measures announced in the Budget including:
    
  • changes to the private health rebate system
  • the planned continuation of the first homer buyers’ grant
  • amendments to the Family Tax Benefit
  • the introduction of a paid parental leave scheme in 2011
  • an increase in the full Age Pension for both singles and couples
  • a progressive increase in the Age Pension age to 67 in 2017, and
  • changes to the tax treatment of employee share schemes.

Gemma Dale leads a team of technical specialists at MLC responsible for providing information to advisers and investors on a range of superannuation, tax and social security issues.

View the pdf Budget video here.

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Posted in Economic analysis, Economic update, Investments, Pensions, Retirement, Super | Comments Off