Tax amnesty urged on legacy pension products

Tax amnesty urged on legacy pension products

The Government has been urged to provide an amnesty on legacy pension products impacted by its proposed $3m super tax cap.
SMSF Assoc frustrated by Senate review of $3m tax cap

SMSF Assoc frustrated by Senate review of $3m tax cap

The SMSF Association has told members it is disappointed at the lack of time granted by the Senate Committee reviewing the $3m tax cap.
Actuaries want risk-adjusted super performance test

Actuaries want risk-adjusted super performance test

The Actuaries Institute has urged the Government to stop superannuation funds from benchmark hugging by changing the performance test.
Blind folded man walks off bridge

Treasury admits it never modelled impacts of $3m super cap

Mike Taylor 23 April 2024 6 Comments

Senior Treasury officials have admitted that they have done no modelling to test industry claims that the $3m super tax could impact 500,000.

Retirement sign

Advice grants Aussies choice, enjoyment in retirement: CFS

Yasmine Masi 23 April 2024 No Comments

A CFS report confirmed advised Australians enjoy more certainty and comfort in retirement compared to the unadvised craving flexibility.

Sold sign

Taxing unrealised gains could force sale of farming assets

Mike Taylor 22 April 2024 No Comments

In yet another unintended consequence of the Govt’s superannuation tax policy, farmers could be forced to sell land to pay tax bills.

Man ticks and crosses at computer

Vanguard backs performance test as appropriate

Mike Taylor 22 April 2024 No Comments

Vanguard has backed the appropriateness of the super performance test but wants the ATO to factor fees into the equation.

Building resilient retirement incomes

Content Partnership 21 April 2024 No Comments

For most of the past two decades research has confirmed what financial advisers already know – that as clients move into their mid-50s they become

Finger pushes tax button

Govt sop to taxing unrealised capital gains falls flat

Mike Taylor 19 April 2024 One Comment

Government politicians have been left in no doubt that taxing unrealised gains is bad policy not offset by bringing forward losses.

loser winner street sign

TAL loses UniSuper mandate to MetLife

Mike Taylor 17 April 2024 One Comment

Australia’s largest group life insurer, TAL, has lost the significant UniSuper mandate to its competitor, MetLife Australia.


INDUSTRY NEWS

Empower your super admin offering with empathy infused tech

Financial Newswire Contributor 12 April 2024

Industry News

No Comments

Empower your super admin offering with empathy infused technology solutions for better member outcomes.

Exploring the facts behind lifetime annuity myths

Financial Newswire Contributor 1 April 2024

Industry News

No Comments

Annuities have evolved and changed over the years making them quite different to what they used to be. Whilst they still pay income for life, today’s

INVESTING IN GEN AI & GLP-1: WHY 2024 WILL BE A “SHOW ME” YEAR

Financial Newswire Contributor 1 April 2024

Industry News

No Comments

Find out how Alphinity Global continues to find exciting “show me” investment opportunities across an alphabet soup of megatrends as they continue to

Active bond ETFs shine as growth slows and inflation recedes

Financial Newswire Contributor 8 February 2024

Industry News

No Comments

The macro backdrop remains constructive for fixed income. Yields typically fall after interest rates peak and historically, this has coincided with…


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Man ticks and crosses at computer

Vanguard backs performance test as appropriate

Mike Taylor | 22 April 2024Vanguard has backed the appropriateness of the super performance test but wants the ATO to factor fees into the equation.

Building resilient retirement incomes

Content Partnership | 21 April 2024For most of the past two decades research has confirmed what financial advisers already know – that as clients move into their mid-50s they become
Finger pushes tax button

Govt sop to taxing unrealised capital gains falls flat

Mike Taylor | 19 April 2024Government politicians have been left in no doubt that taxing unrealised gains is bad policy not offset by bringing forward losses.
loser winner street sign

TAL loses UniSuper mandate to MetLife

Mike Taylor | 17 April 2024Australia's largest group life insurer, TAL, has lost the significant UniSuper mandate to its competitor, MetLife Australia.
Eyes watching male figure

Super funds reject ‘look through’ on unlisted investment reporting

Mike Taylor | 16 April 2024Superannuation funds have told APRA they would prefer that the regulator not adopt a 'look through' approach to their unlisted investments.
VanEck equities fund launch

Super returns hit 8.8% YTD

Mike Taylor | 16 April 2024Superannuation fund returns have hit 8.8% year to date and may yet make it to double figures says SuperRatings.
Elderly judge

Govt’s super tax changes risk judicial recruitment, independence

Mike Taylor | 15 April 2024The Law Council has warned that the Govt's super tax changes will generate unintended consequences by tampering with judicial pensions.
James Koval ASFA

ASFA appoints new policy & advocacy head

Patrick Buncsi | 15 April 2024ASFA has created a new head of policy and advocacy role, with public policy specialist James Koval taking on the new senior position