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Showing 11 - 20 of 45 results for "Retirement Income Streams"

ATO closely monitoring SMSF balance caps

KARREN VERGARA  |  MONDAY, 19 FEB 2018
... members are impacted by the new transfer balance cap or changes to the tax treatment of transition-to-retirement income streams and whether or not they wish to use the transitional CGT relief that is available," he said. Secondly, SMSFs with members ...

O'Dwyer proposes TRIS changes

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
The Federal Government is pushing for reversionary transition to retirement income streams (TRIS) to be paid to an eligible dependent upon a death, regardless if a condition of release is met. Minister for Revenue and Financial Services Kelly O'Dwyer ...

TRIS tops adviser query list

EMMA RAPAPORT  |  THURSDAY, 9 NOV 2017
Transition to retirement income streams strategies remain a priority for financial advisers according BT Financial Group. The BTFG Advice Technical division said in its September quarter round-up the business found the top two queries made by financial ...

Government closes super loophole

EMMA RAPAPORT  |  MONDAY, 10 JUL 2017
... underlying cash balance by $470 million. "The Productivity Commission has recently found that transition to retirement income streams have increasingly been used by people for tax minimisation purposes without any reduction in work hours," Budget papers ...

Super tax reforms take effect

KARREN VERGARA  |  FRIDAY, 16 JUN 2017
The suite of superannuation taxation reforms affecting contributions, CGT relief and transition to retirement income streams have passed through Parliament. Revenue and Financial Services Minister Kelly O'Dwyer said the amendments under the Treasury ...

Challenger launches advice tool as reforms loom

JAMIE WILLIAMSON  |  THURSDAY, 20 APR 2017
... tools to support clients and members as we move towards a superannuation system with a greater focus on retirement income streams," Challenger chief executive, distribution, product and marketing Richard Howes said. Howes noted that no single product ...

Future retirement products aided by tax exclusions

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017
The Federal Government's latest development of regulation for new retirement income streams is now open for public consultation. Adding to the existing draft legislation, the government has proposed that superannuation funds and insurance companies ...

Robo critical to retirement

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JAN 2017
... longevity and investment risks of retirement income. "We think longevity solutions are critical for retirement income streams. Challenger, as the largest provider of annuities in Australia, has been working with us to develop information, guidance and ...

Next wave of super legislation rolls in

DARREN SNYDER  |  WEDNESDAY, 28 SEP 2016
... products to provide more choice and flexibility for retirees; Attempts to ensure that transition to retirement income streams are accessed for the purpose for which they were designed and not for tax minimisation; Abolishes the out-dated anti-detriment ...

FPA National Roadshow emphasises value of advice

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
... Presented by roadshow partner Challenger, the second half of the event focuses on changes affecting retirement income streams and planning and the role retirement advice can play in building a stronger practice. "Ultimately, we want to help financial ...