WORK TEST

Superannuation

Clients are still going to need to meet the work test if they want to claim a deduction for a personal contribution despite the removal of the work test for voluntary con...

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Superannuation

BT has cleared up recent changes to the work test, confirming that it will no longer be required for non-concessional, bring forward non-concessional and small business c...

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Superannuation

The changes will take effect on 1 July and advisers need to include them in clients’ end-of-year planning, according to the SMSF Association....

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Superannuation

The government has looked to increase flexibility in how Australians save as they transition to retirement with draft legislation allowing people aged 65 and 66 to make v...

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Superannuation

A positive budget outlook should spur important long-term policy direction, according to the Actuaries Institute....

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Superannuation

The Federal Treasurer, Josh Frydenberg has unveiled key tweaks to superannuation policy – allowing those aged 65 and 66 to make voluntary contributions without the work t...

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Policy & Regulation

With elements of its superannuation legislation stalled by the Christmas/New Year Parliamentary break the Government has opted to use its regulatory powers to push throug...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 8 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 9 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago