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Showing 31 - 40 of 109 results for "CGT"

SMSFs grappling with super changes

KARREN VERGARA  |  FRIDAY, 12 JAN 2018
... industry's focus was on optimising contributions and reducing pension accounts to under $1.6 million as well as considering CGT relief for those affected by the transfer balance cap and transition to retirement changes," he said. Consequently, members ...

The BOJ's boring Halloween

BENJAMIN ONG  |  WEDNESDAY, 1 NOV 2017
... was lifted from 3% to 5% on the 1st of April 1997. But Tokyo appears to have learnt from its history, it's now lifting the CGT in the month of October instead of April Fools' Day.

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 ...

Not too late to maximise super

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2017
... have the ability to contribute definitely should because they won't have the ability to do it going forward," Lewis said. CGT relief is another critical element for clients who either need to commute back excess amounts of $1.6 million or have a transition ...

Super reforms hit parliament

EMMA RAPAPORT  |  MONDAY, 29 MAY 2017
... applies at age 65 or when the member notifies the fund they have retired, are permanently incapacitated or are terminally ill. CGT cost base relief for assets that cease to be exempt current pension assets as a consequence of the super reforms will be ...

BGL releases CGT capability for SMSFs

EMMA RAPAPORT  |  MONDAY, 22 MAY 2017
... which assets to reset the cost base, select whether or not the capital gains are to be deferred and generate the necessary CGT Transactions all in one process. "We have tried to make something really complex really simple for our clients," BGL managing ...

ATO pushes back SMSF returns deadline

KARREN VERGARA  |  MONDAY, 15 MAY 2017
... more than $1.6 million in retirement phase, they'll need to take action before July 1. "Secondly, if an SMSF wants to apply CGT relief, they need to ensure that they make that choice in the CGT schedule to the 2016-17 fund tax return and that they lodge ...

Tax relief for merging super funds extended

EMMA RAPAPORT  |  TUESDAY, 9 MAY 2017
... relief, saying that it will remove a significant barrier to fund mergers. "We are very pleased about the rollover relief for CGT for merging funds being extended," ASFA chief officer Martin Fahy said. "It is important in helping to support superannuation ...

CGT top of adviser minds

KARREN VERGARA  |  TUESDAY, 11 APR 2017
... Advice Technical team. BT technical consultant Tim Howard said during the March quarter advisers were most keen to identify how CGT relief will be applied to retail super and SMSF clients. This was followed by pre and post-tax super contributions, and ...

Reversionary pension and CGT changes supported

DARREN SNYDER  |  WEDNESDAY, 16 NOV 2016
... Challenger Financial Standard Technical Services Forum that the transitional arrangements also provide capital gains tax (CGT) relief for complying superannuation funds. In its explanatory memorandum on the super changes Treasury has explained that complying ...

Editor's Choice

Commonwealth Super awards sustainable credit mandate

JAMIE WILLIAMSON
Commonwealth Superannuation Corporation (CSC) is the seed investor in two new sustainable credit funds from UK-based manager Osmosis Investment Management.

IFS recovers $226m in unpaid super

MATTHEW WAI
Industry Fund Services (IFS) has collected more than $226 million of unpaid superannuation in the previous financial year, bringing its total recoveries to over $2 billion to date.

QIC to transact partial stake in US renewable energy financing platform

MATTHEW WAI
Canadian pension fund La Caisse will acquire a stake in the QIC-backed Renewa, a renewable energy land financing company located in the US, for US$200 million ($307m).

Missing personal information can boost retirement income: Vanguard

KARREN VERGARA
Considering personal and financial circumstances for retirees could increase their retirement incomes between 3% and 51%, according to a new Vanguard study.

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