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Showing 21 - 30 of 62 results for "Assets Test"

Leave dividend imputation system as is: Plato

KARREN VERGARA  |  WEDNESDAY, 4 JUL 2018
... 15% tax on fund earnings together with contributions tax," he said. Self-funded retirees who fall just outside the assets test thresholds ($837,000 for couple home owners who are home owners or $556,500 for a single person who owns a home) will be severely ...

SMSFs grappling with super changes

KARREN VERGARA  |  FRIDAY, 12 JAN 2018
... every opportunity to increase their technical knowledge," he said. Maroney also expressed concerns over changes to the assets test rules for the Age Pension that is discouraging retirement savings and has other "detrimental" behavioural effects one year ...

Asset test rules hurting retirement savings: SMSFA

KARREN VERGARA  |  WEDNESDAY, 10 JAN 2018
The SMSF Association is voicing its concerns over changes to the assets test rules for the Age Pension, that is discouraging retirement savings and has other "detrimental" behavioural effects one year on. SMSF Association chief executive John Maroney ...

Crisis emerging in Australian retirement system: HILDA

EMMA RAPAPORT  |  THURSDAY, 3 AUG 2017
... considered, including reducing tax concessions on superannuation and negative gearing, and including the family home in the assets test for the aged pension. "These aren't politically easy policy solutions because they will hurt the large baby boomer ...

Housing affordability threatens super's future

EMMA RAPAPORT  |  FRIDAY, 24 MAR 2017
... the competition first home buyers' face from domestic investors, including owner-occupied housing within the pension assets test, and providing grants or low interest rate loans to state and territory governments for the construction of more affordable ...

Advisers unsure on super contributions

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
... pension coming into effect next year followed with the second highest number of queries, including the rebalancing of assets test limits. "The reality is that many clients will likely see some change in their pension entitlements. Advisers are acutely ...

Pension changes will impact retirement adequacy

KERRIE SYDEE  |  FRIDAY, 12 AUG 2016
Impending changes to the aged pension asset test thresholds will have a significant impact on the number of couples able to achieve a comfortable retirement, according to new research from Willis Towers Watson (WTW). The joint research from WTW and ...

WAM finds returns in growth companies

DARREN SNYDER  |  MONDAY, 25 JUL 2016
... the share market. Our submission also made recommendations relating to proposed changes to the market capitalisation assets test and the planned introduction of a formal free float test," WAM Capital said. WAM Capital's top performing stocks for the ...

Funeral bonds on the minds of advisers

DARREN SNYDER  |  MONDAY, 27 JUN 2016
Funeral bond provider Australian Friendly Society believes a combination of factors is driving an increased demand in the product's annual take up. Australian Friendly Society chief executive Mandy Cooper said over the past two years new business has ...

Boomers surprisingly open to fair super tax changes

MARK SMITH  |  THURSDAY, 28 APR 2016
... that properties valued at $2.5 million or higher should have at least part of their value included in the Age Pension assets test. More than half (55%) disagreed that the current retirement income system allows or has allowed them to achieve a reasonable ...