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Showing 1 - 10 of 21 results for "downsizer contribution"

HESTA logs record downsizer contributions in 2025

RIDDHIMA TALWANI  |  THURSDAY, 15 JAN 2026
... could support a freeing up of critical housing stock. "We're seeing more and more members using the downsizer contribution as part of their broader retirement strategy, helping them build stronger financial foundations for their future," Blakey said. ...

Reconsider the home as a retirement income pillar: Actuaries Institute

ANDREW MCKEAN  |  MONDAY, 22 JUL 2024
Encouraging more Australians to access equity in their homes, combined with changes to stamp duty and the Age Pension, could give asset-rich, income-poor retirees a valuable income boost and help free up more housing for young families, according to ...

Platform reveals advice firms' top issues

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... discussions, advisers raised concern over the Australian Taxation Office's (ATO) delay in acknowledging a downsizer contribution, the pros and cons of reversionary pension nominations versus binding death benefit nominations for retail account-based ...

BT signposts key issues for advisers in 2024

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
BT has forecast that the unexpected surge in Australian property values, fuelled by population growth and a housing shortage in major cities, is set to galvanise financial advice discussions focused on superannuation and tax strategies. "Good old real ...

Pensioner work bonus top of mind for advisers

CHLOE WALKER  |  TUESDAY, 17 JAN 2023
Social security measures relating to the Age Pension are among the most popular regulatory topics for Australian financial advisers, based on the questions they're asking BT's technical team. According to BT, the $4000 increase to the work bonus for ...

Females, millennials lead the way in SMSFs: Class

CHLOE WALKER  |  WEDNESDAY, 17 AUG 2022
... non-concessional contributions during FY22, with 15% more downsizer contributions than in FY21. The average downsizer contribution increased by about $15,000 last year and the number of downsizer contributions being made increased by 6%. There is also ...

July 1 super changes: Are you ready?

CASSANDRA BALDINI  |  THURSDAY, 30 JUN 2022
As we celebrate the 30th birthday of the Superannuation Guarantee, the new financial year brings with it plenty of changes to super. Here's what you need to know. From tomorrow, significant changes to superannuation and its surrounding legislation ...

SMSF client education a concern: Report

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
SMSF advisers are calling for more educational content as concerns around client education mount, according to a new report. Investment Trends' 2022 SMSF Adviser and Accountant Report shows advisers want more educational content to assist them in servicing ...

BT answers advisers' top tax time questions

ANDREW MCKEAN  |  WEDNESDAY, 1 JUN 2022
... generally from the date of settlement of the property sale, the client has 90 days in which to make the downsizer contribution." "The crucial date is when the client puts the money into super." To be able to contribute proceeds from a property sale into ...

Government proposes further expansion of downsizer scheme

JAMIE WILLIAMSON  |  TUESDAY, 17 MAY 2022
The Morrison government has said it will expand the downsizer superannuation scheme by reducing the minimum eligibility age if re-elected this weekend. At present, the downsizer superannuation scheme is only available to those aged 65 years and over. ...
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