Search Results | Showing 11 - 20 of 147 results for %22Transfer Balance Cap%22 |
| | | The Financial Services and Credit Panel reprimanded a financial adviser who inadequately assessed the consequences of rolling over superannuation and life insurance cover, labelled the panel's least serious disciplinary action yet. Keeping the adviser's ... |
| | | | ... day." Future Fund's initial funding came from both the surplus of the Commonwealth's 2006-2007 budget and the transfer of the remaining assets held by the Commonwealth in the privatised Telstra. Nevertheless, Burshtein pointed out that Future ... |
| | | | ... diversified investment option. It invests mainly in growth assets such as shares, property, and infrastructure, with the balance invested in more stable assets like fixed interest and other defensive assets," Equip Super said. The option, as it was prior ... |
| | | | ... the consolidation of Local Government Pension Scheme (LGPS) assets, with a deadline of March 2025 for all LGPS funds to transfer their assets into local government pension pools and ensure greater transparency on investments. "To make sure we are delivering ... |
| | | | ... year. Investment Trends' SMSF Adviser Report found that new policy proposals, including indexation of the transfer balance cap and the $3 million cap present a variety of engagement opportunities for financial advisers. On average, SMSF advisers ... |
| | | | New policy proposals, including indexation of the transfer balance cap and the $3 million cap present a variety of engagement opportunities for SMSF advisers, according to Investment Trends' latest report. The 18th annual edition of the 2023 SMSF Adviser ... |
| | | | ... large multinational companies, a proposal some warn could deter foreign investors. RSM Australia international tax and transfer pricing lead partner Liam Delahunty raised concerns about the compressed timeframe to finalise "complex and profound'' legislative ... |
| | | | ... through superfunds," it said. "While not tackled in any of the changes to the superannuation regime, we underline the transfer of risk lifts the importance of financial education to build an understanding of key financial skills such as budgeting, saving ... |
| | | | ... has risen from 15.8% in 2018 but remains lower than the 20.8% peak in 2017, before the introduction of the Transfer Balance Cap (TBC). The TBC limited tax-free retirement savings to $1.6 million. Rainmaker suggested that without the TBC, total superannuation ... |
| | | | ... administration fees reduce from 0.54% p.a. to 0.18% p.a. capped at $900 p.a. Brighter Super chief executive Kate Farrar said the transfer of SPSL into Brighter Super was originally scheduled for December 2025. "The timeline was brought forward to give ... |
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