Search ResultsShowing 1 - 9 of 9 results for "TRIS"
Industry fund introduces new fee
ELIZA BAVIN  |  WEDNESDAY, 12 FEB 2020
... State Super customers will face changes to the Retirement Income Stream (RIS) and Transition to Retirement Income Stream (TRIS) fee structure on 1 April 2020. In an update to members, the super fund announced it will be reducing its administration fee ...
Corporate fund updates members on fee changes
KARREN VERGARA  |  FRIDAY, 19 JUL 2019
... remains unchanged at 0.07%, while international shares rose by 0.01% to 0.15%. The transition to retirement income stream (TRIS) balanced option saw investment fees decrease from 0.56% to 0.50%. Its estimated transaction costs went down from 0.14% to ...
O'Dwyer proposes TRIS changes
KARREN VERGARA  |  TUESDAY, 13 FEB 2018
The Federal Government is pushing for reversionary transition to retirement income streams (TRIS) to be paid to an eligible dependent upon a death, regardless if a condition of release is met. Minister for Revenue and Financial Services Kelly O'Dwyer ...
TRIS tops adviser query list
EMMA RAPAPORT  |  THURSDAY, 9 NOV 2017
... guidance around retirement for people aged 60 and over including a potential impact on transition to retirement income streams (TRIS); and TRIS with a reversionary nomination. "While nothing has specifically changed in this area from a legislative point ...
BGL releases CGT capability for SMSFs
EMMA RAPAPORT  |  MONDAY, 22 MAY 2017
... 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 exemption for accrued, but not yet realised, capital ...
Reversionary pension and CGT changes supported
DARREN SNYDER  |  WEDNESDAY, 16 NOV 2016
... retirement phase to the accumulation phase to comply with the transfer balance cap or new transition to retirement income stream (TRIS) arrangements prior to the commencement of those provisions," Treasury explains.
TRIS creates confusion: Partners
COMPANY RELEASE  |  TUESDAY, 12 MAY 2009
The introduction of Transition to Retirement Income Streams (TRIS) created more "early access" traps, according to Partners Superannuation Services. The implementation of tax-free benefits means those over 60 years of age and withdrawing a pension no ...
Defeat death taxes when merging accounts
RUTH LIEW  |  FRIDAY, 15 AUG 2008
... separated without enormous difficulty, so be cautious. "Those who need to be particularly vigilant are people who have started a TRIS and continue making contributions to their super fund," he said. Financial planners play a crucial role in steering ...
Pre-retirees map out uncertain future: FSS
MICHAEL HOBBS  |  WEDNESDAY, 5 SEP 2007
... over the age of 50." "This gives us a much clearer idea of likely demand for our Transition to Retirement Income Stream (TRIS), which was developed with such people in mind following the introduction of Federal Government's transition to retirement policy," ...
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