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Showing 1 - 10 of 12 results for "Tim Howard"

Super planning remains top adviser focus this EOFY: Podcast

CASSANDRA BALDINI  |  THURSDAY, 15 JUN 2023
BT Financial Group technical consultant Tim Howard says super contribution planning is top of mind for clients and their financial advisers this end of financial year. On a recent podcast episode, Howard told Financial Standard it's not just about ...

Pensioner work bonus top of mind for advisers

CHLOE WALKER  |  TUESDAY, 17 JAN 2023
... across the current financial year, and the next one, is resulting in queries from advisers," BT technical consultant Tim Howard said. "They are seeking clarity on how their clients are impacted individually." Additionally, advisers are asking about eligibility ...

BT answers advisers' top tax time questions

ANDREW MCKEAN  |  WEDNESDAY, 1 JUN 2022
... for downsizer contributions into super is coming down in the new financial year, to 60 years. BT technical consultant Tim Howard said: "Notably, if your client is about to turn 60, it's worth checking if they're eligible, bearing in mind that ...

Advisers query super changes

ANNABELLE DICKSON  |  TUESDAY, 19 OCT 2021
... will not be counted towards their non-concessional contributions cap," BT's Technical Services technical consultant Tim Howard said. "What's more, clients have until 30 June 2030 to make the re-contributions - and so have a long period in which to get ...

Family home dominates adviser conversations

KARREN VERGARA  |  MONDAY, 25 JAN 2021
... government's package of reforms to reduce pressure on housing affordability in Australia. BT technical consultant Tim Howard said advisers can encourage their clients to discuss early in the process whether a downsizer contribution to super should ...

Downsizer scheme gains ground

JAMIE WILLIAMSON  |  WEDNESDAY, 24 OCT 2018
... exemption, your property meets the main residence criteria for a downsizer contribution," BTFG Advice technical consultant Tim Howard said. "Given there is some complexity involved in determining eligibility and applying this strategy, it makes sense ...

Deductible super contributions front of mind: BTFG

HARRISON WORLEY  |  FRIDAY, 20 JUL 2018
... contributions. With Australians now able to contribute up to $25,000 in pre-tax income per year, BTFA technical consultant Tim Howard said advisers were likely fielding queries from clients looking to top up their super before the end of the financial ...

SMSFs investing restrictions unfair: Poll

KARREN VERGARA  |  MONDAY, 16 APR 2018
... financial advisers said they were grappling with the regulatory changes to LRBAs. According to BT technical consultant Tim Howard, the proposal to combine outstanding LRBA debt to calculate clients' total super balances was a key concern for many advisers. ...

TRIS tops adviser query list

EMMA RAPAPORT  |  THURSDAY, 9 NOV 2017
... certainly reinforces the rules around employment arrangements and conditions of release," BTFG technical consultant Tim Howard said. FS ADVICE: TRIS and the state of play In June, APRA updated the Superannuation Prudential Practice Guide SPG 280 to give ...

Advisers searching for LRBA answers

ALEX BURKE  |  WEDNESDAY, 2 AUG 2017
... first, the proposal to combine outstanding LRBA debt to calculate clients' total super balances. BT technical consultant Tim Howard said that "it's important to note this measure is proposed at this stage only." The second-most common issue, Howard said ...
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