Superannuation Articles

Showing 1 to 10 of 87 articles:
Mansi Desai
MANSI DESAI  |  FRIDAY, 8 MAR 2024
Lifetime income streams, such as a lifetime annuity, can provide an important benefit to a portfolio, in that they can help address the issue of longevity risk. Read more
Clayton Issitt
PETER SHERRIFF , CLAYTON ISSITT  |  THURSDAY, 18 JAN 2024
Regulatory and stakeholder demands are driving superannuation funds to evaluate their operating models, with a focus on improving efficiency, preparing for potential mergers and scaling in a sustainable fashion. Read more
Hayley Condon
HAYLEY CONDON  |  THURSDAY, 14 SEP 2023
Growing risks in trustee discretion and conflicts of interest are continuously seen for self-managed superannuation funds (SMSFs) and estate dispute trends, with advisers needing to become increasingly wary of changing litigation risks to protect assets ... Read more
Rudy Haddad
RUDY HADDAD  |  WEDNESDAY, 21 JUN 2023
The ability to carry forward unused annual concessional contribution (CC) cap amounts since 2018/19 provides some welcome financial planning opportunities, especially in the current environment where the annual CC cap is historically very low. Read more
Annie Dawson
ANNIE DAWSON  |  SUNDAY, 23 OCT 2022
At the end of 2021, the market for non-fungible tokens or NFTs was estimated to reach a staggering US$41 billion, and some say this amount is understated! It begs the questions, what exactly are NFTs and are SMSFs allowed to invest in them? Read more
Daniel Butler
DANIEL BUTLER , WILLIAM FETTES  |  FRIDAY, 22 JUL 2022
How to formulate a robust succession plan. Read more
Mansi Desai
MANSI DESAI  |  FRIDAY, 17 JUN 2022
Although the Federal Budget did not bring in any noteworthy superannuation changes except for the extension of the halved minimum drawdown rates, recent changes relating to the work test and contribution rules have been quite significant, especially ... Read more
Mark Gleeson
MARK GLEESON  |  FRIDAY, 10 DEC 2021
As many advisers do not provide advice on managing total and permanent disablement (TPD) payments on a frequent basis, this paper provides a refresher to help them ensure their knowledge is up to date. Further, it explores lump sum payments, income ... Read more
Tim Howard
TIM HOWARD  |  FRIDAY, 16 JUL 2021
One of the most significant measures announced in the May 2021 federal budget was the proposed exemption from the work test. How does the work test apply now, and what is expected to change? Read more
Tim Miller
TIM MILLER  |  THURSDAY, 29 APR 2021
The general transfer balance cap (GTBC) was introduced from 1 July 2017 and is a cap on the how much can be transferred to a retirement phase pension for a member. The cap ultimately restricts the entitlement an individual has to receive a tax exemption ... Read more
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