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Showing 21 - 30 of 99 results for "contribution caps"

Class enhances XPLAN integration

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... existing integration that enables advisers to access up-to-date fund and member information, including balances and contribution caps. Class director of strategic alliances Glenn Poynton said: "We're pleased to have developed this latest integration ...

SMSFs investing restrictions unfair: Poll

KARREN VERGARA  |  MONDAY, 16 APR 2018
... These measures are intended to ensure that LRBAs or related party transactions cannot be used to circumvent contribution caps - they are not intended to prevent the use of LRBAs, the Government said. This week, we aim to find out: Will the Royal Commission ...

What will estate planning look like in 2020?

DARREN SNYDER  |  WEDNESDAY, 4 APR 2018
... including the current rules and potential strategies for death benefits; the UK state pension; concessional contribution caps; and income segregation and streaming. Also speaking at the event was Russell Investments managing director of strategic business ...

Contribution cap reforms see SMSFs spend cash

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
... contributions, which saw SMSF members making more contributions in the first half of 2017 to take advantage of the higher contribution caps prior to the 1 July changes. SuperConcepts executive manager, technical and strategic solutions, Phil La Greca ...

Government releases super tax measures for consultation

ALEX BURKE  |  FRIDAY, 12 JAN 2018
... O'Dwyer said these measures are intended to ensure that "related party transactions cannot be used to circumvent contribution caps. They are not intended to prevent the use of LRBAs." The paper uses an example to illustrate the effect of the new laws ...

Contribution caps cause SMSF cash surge

ALEX BURKE  |  THURSDAY, 17 AUG 2017
... quarter occurred in the last month. "This is a contribution level not seen since June 2009 when the concessional contribution caps were either $50,000 or $100,000 depending on a member's age," SuperConcepts executive manager technical and strategic solutions ...

SMSFs in rebalancing flurry

KARREN VERGARA  |  THURSDAY, 18 MAY 2017
... trustees are implementing withdraw and re-contribution strategies to take advantage of the current non-concessional contribution caps, the report said. From 1 July 2017, members' tax-free pension accounts cannot exceed $1.6 million, while excess amounts ...

SMSFs hit hard by super reform

KARREN VERGARA  |  TUESDAY, 9 MAY 2017
... members aged under 65 have balances between $1.4 and $1.6 million and will therefore have their bring-forward contribution caps cut back under the new rules. There will be a lot of people "nervously discussing with their accountant or financial planner" ...

Super deadline driving adviser self-education

JAMIE WILLIAMSON  |  FRIDAY, 10 MAR 2017
... such materials and advisers' eagerness to educate themselves, particularly around Transition to Retirement and contribution caps. "Reforms of this magnitude are made far easier to navigate thanks to the resources and support advisers now have available ...

Super changes spark engagement

DARREN SNYDER  |  TUESDAY, 10 JAN 2017
... approaching retirement or for people who have taken time out of the workforce. "The reduction in non-concessional contribution caps will have a major impact, making this next period an extremely valuable opportunity for people to increase their super ...