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TRANSFER BALANCE CAP
Superannuation
The government has announced it is taking steps to amend the transfer balance cap to prevent super fund members from being adversely impacted when funds merge....
Expert Analysis
With the sweeping superannuation reforms on 1 July 2017, there has been a slew of new terminology and thresholds to contend with, and this has understandably led to some ...
Financial planning
As the new financial year kicks off, financial advisers will need to ensure their clients – especially those approaching retirement – are in the right place for their sup...
Superannuation
The transfer balance cap indexation, the total super balance thresholds, and access to information for advisers need to be addressed to simplify the retirement income sys...
Financial planning
The SMSF Association wants the Government to dump its limited licensing regime for accountants on the basis of it having failed to meet its objectives and having, instead...
Superannuation
Assistant treasurer Stuart Robert has announced a plan to ensure that death benefits that include insurance proceeds are not subject to tax when rolled over to a new supe...
SMSF
The clock is ticking for self-managed superannuation funds on a quarterly transfer balance cap schedule, with their first lodgement due in three weeks....
Superannuation
The Australian Taxation Office will start issuing excess transfer balance cap determinations to taxpayers with over $1.6 million in their super in the pension phase....
Tools & guides
With advisers adjusting to the new transfer balance cap measures, Alena Miles looks at capped defined benefit income streams’ rules....
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MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...