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Showing 31 - 40 of 65 results for "Transfer Balance Cap"

Knowledge, action gap puts SMSF savings at risk: Research

JAMIE WILLIAMSON | MONDAY, 19 NOV 2018

... investors see themselves facing is regulatory uncertainty. "The imposition last year of the $1.6 million transfer balance cap once again moved the superannuation goal posts and the recently proposed changes by the Australian Labor Party to remove franking ...

Treasury delays CIPR timetable

KARREN VERGARA | WEDNESDAY, 31 OCT 2018

... fair and effective. The first is fixing an error in the way that market-linked pensions are valued under the transfer balance cap when they are commuted or rolled over, resulting in a nil debit. He said: "This nil debit is an issue because it doesn't ...

Government to relax super work test

KARREN VERGARA | WEDNESDAY, 3 OCT 2018

The Federal Government is aiming to boost the superannuation balances of retirees by relaxing the super contributions work test for one year. To be able to make voluntary contributions to super, members aged 65 to 74 are generally required to work a ...

Don't use multiple SMSFs to dodge tax: ATO

KANIKA SOOD | FRIDAY, 21 SEP 2018

... will closely scrutinise cases of tax manipulation with multiple SMSFs, given the recent introduction of the transfer balance cap (TBC), and disregarded small fund assets provisions. "I raise this matter because while the establishment of multiple SMSFs ...

SMSFs investing restrictions unfair: Poll

KARREN VERGARA | MONDAY, 16 APR 2018

... SMSF members think twice about taking on a LRBA to invest in property, as it may trigger the $1.6 million transfer balance cap in retirement. One month later, financial advisers said they were grappling with the regulatory changes to LRBAs. According ...

Focus on tax outcomes to drive up member returns: Parametric

ALEX BURKE | TUESDAY, 3 APR 2018

... of 15% contributions tax and all member account balances in the pension phase are under the $1.6 million transfer balance cap. It also assumes that the fund has 100% of its capital allocated to a pre-tax focused equity pool for the entire period. All ...

Beware downsizer downsides

JAMIE WILLIAMSON | WEDNESDAY, 7 MAR 2018

... contribution. The client's transfer account balance will need to be considered. If their balance is approaching their transfer balance cap, they will be restricted in how much of their downsizer contribution can be used to start an income stream," he ...

Contribution cap reforms see SMSFs spend cash

JAMIE WILLIAMSON | TUESDAY, 27 FEB 2018

... payments as trustees implement lump sum withdrawal strategies to help stay under the $1.6 million pension transfer balance cap." The survey looks at about 2670 funds, a sample of SMSFs SuperConcepts administers and the investments they held at 31 December ...

ATO closely monitoring SMSF balance caps

KARREN VERGARA | MONDAY, 19 FEB 2018

The ATO is closely monitoring self-managed super funds (SMSF) that breach the transfer balance cap and has already issued several alerts to members close to breaching the cap. ATO deputy commissioner for superannuation James O'Halloran told the 2018 ...

SMSFs grappling with super changes

KARREN VERGARA | FRIDAY, 12 JAN 2018

... death benefits. Death benefits, which are a complex issue, have been made even more complex and while the transfer balance cap, total superannuation balances and SMSF event-based reporting are new concepts, advisers and members are trying to figure them ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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