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transfer balance cap
Superannuation
Coming to the end of 2023, Super Review looks back on what marked a busy year for the industry, including a number of noteworthy consultations and legislation. ...
Financial advice
Making concessional and non-concessional contributions to superannuation funds are among the most common queries asked by financial advisers, according to AMP....
Superannuation
The government has announced it is taking steps to amend the transfer balance cap to prevent super fund members from being adversely impacted when funds merge....
Superannuation
As the new financial year kicks off, multiple changes to superannuation funds will take effect this month including an increase in the Super Guarantee and transfer balanc...
Superannuation
With Australians contributing a record $163 billion into their accounts in 2021-22, the superannuation market is in robust shape, according to Rainmaker Information resea...
Superannuation
According to Rainmaker Information, the introduction of the TBC has resulted in decreased growth and member contributions into self-managed super funds....
Expert Analysis
Since 2017 we have had a transfer balance cap regime that limits the amount that can be transferred from accumulation phase to retirement phase pension accounts....
Superannuation
The Australian Taxation Office needs the ability to allow superannuation members to access their transfer balance account data outside its portal to curb confusion with t...
Superannuation
A key industry body has advocated for a spousal rollover measure for super fund members to allow couples to even out their balances to try to minimise the gender retireme...
SMSF
The clock is ticking for self-managed superannuation funds on a quarterly transfer balance cap schedule, with their first lodgement due in three weeks....
Superannuation
The Australian Taxation Office will start issuing excess transfer balance cap determinations to taxpayers with over $1.6 million in their super in the pension phase....
From my perspective, 40- 50% of people are likely going to be deeply unhappy about how long they actually live. ...
Super director remuneration ...
No doubt true, but most of it is still because over 45’s have been upgrading their houses with 30 year mortgages. Money ...