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Showing 51 - 60 of 65 results for "Transfer Balance Cap"

Super reforms hit parliament

EMMA RAPAPORT | MONDAY, 29 MAY 2017

... (TTR) pensions will automatically become retirement phase pensions (and therefore be assessed against the transfer balance cap) when the member meets a full condition of release. This rule applies at age 65 or when the member notifies the fund they have ...

BGL releases CGT capability for SMSFs

EMMA RAPAPORT | MONDAY, 22 MAY 2017

... effectively." SMSFs can get CGT relief from future capital gains where fund members need to comply with the new transfer balance cap and Transition to Retirement Income Stream (TRIS) reforms commencing on 1 July 2017. CGT relief preserves the previous ...

LRBA loophole for SMSFs removed

EMMA RAPAPORT | THURSDAY, 11 MAY 2017

... SMSF members think twice about taking on a LRBA to invest in property, as this may trigger the $1.6 million transfer balance cap in retirement. ATO statistics show that SMSFs currently hold $24.3 billion in LRBAs, with these financial instruments being ...

Downsizing measures present advice opportunities

JAMIE WILLIAMSON | TUESDAY, 9 MAY 2017

... to larger families," Scheerlinck said. "AIST is particularly pleased that this measure is subject to the transfer balance cap of $1.6 million, which is an important equity and sustainability measure in our super system." In contrast, the Actuaries Institute ...

IRESS readies industry for super reforms

EMMA RAPAPORT | WEDNESDAY, 19 APR 2017

... superannuation laws, which were announced in the 2016-17 Budget, introduce new tax concessions, a $1.6 million transfer balance cap, the removal of the tax exemptions for transition to retirement pensions and a new system of 'catch-up' concessional contributions ...

CGT top of adviser minds

KARREN VERGARA | TUESDAY, 11 APR 2017

... certain super fund members who may be adversely affected in two ways: by complying with the $1.6 million transfer balance cap, or changes to the tax treatment of transition to retirement (TTR) pensions. It's important to keep in mind CGT relief is not ...

Super reforms will drive advice demand

KARREN VERGARA | TUESDAY, 4 APR 2017

... for retail super funds when paying a super lump sum as a result of a commutation authority issued under the transfer balance cap system, and without the need of an application form at the time of commutation; Commutations from income streams not counting ...

Unadvised SMSFs ripe for advisers

JAMIE WILLIAMSON | THURSDAY, 16 FEB 2017

... nurturing confidence and trust in the advice sector. "It's hard enough for us to interpret how things like the transfer balance cap works in proportional indexation, so how the hell are our clients supposed to understand how many of those things work ...

Defining DB for advisers

JAMIE WILLIAMSON | WEDNESDAY, 4 JAN 2017

... forward. You calculate the total balance of a defined benefit pension for the purpose of the $1.6 million transfer balance cap by multiplying the annual income stream by 16, if it's a lifetime pension, or by its remaining term if it's a fixed term pension." ...

Reversionary pension and CGT changes supported

DARREN SNYDER | WEDNESDAY, 16 NOV 2016

... Federal Government's changes to the counting of reversionary pensions in the $1.6 million superannuation transfer balance cap have been welcomed across the industry. A 12-month grace period is now proposed before reversionary pensions are counted in ...

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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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