Category Archives: News & Stats

NEWS – Super changes coming 1 July 2017! – In summary

The Budget, last year has had many reforms legalised, and many begin on 1 July 2017. Here is a summary of key changes. What are your Thoughts? Comment below! Want to learn more, know the options and what we need … Continue reading

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NEWS –Super Changes Passed in Parliament April 2017

Reporting at Advisor Voice – After receiving feedback from industry, the federal parliament has passed amendments giving effect to regulatory change, continuing the implementation of changes to superannuation that were announced by the Turnbull government in the 2016 federal budget. … Continue reading

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NEWS – New Caps (max amounts) for Contributions before (Concessional) and after tax (Non-Concessional) from 1 July 2017

The ATO (Australian Tax Office) confirms the new max contribution amounts for the 2 major contributions methods – before (Concessional) and after tax (Non-Concessional) that begin form 1 July 2017. From the ATO site – Change to concessional (pre-tax) contributions … Continue reading

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NEWS – Is Transition to Retirement still Viable?

Professional Planner’s writer Alexandra Cain writes about whether the Transition to Retirement strategy is still viable – You could almost feel the wave of disappointment go through the financial planning community after the May 2016 federal budget, when the Coalition … Continue reading

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NEWS – Putting the sale of a business into super – Watch the contribution caps!

If you have or will have proceeds from the sale of a business and want  to put them into super, be mindful and watch the contributions caps! An article in Money Management explains more – Small business owners who are … Continue reading

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NEWS – Do you feel in the dark about super tax changes?

Did you know, almost one-third of Australians surveyed by ASFA reported they had ‘no idea’ about the government’s proposed super tax changes to the taxation of superannuation. Do you also feel in the dark? The Association of Superannuation Funds of … Continue reading

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NEWS – Better to focus on what Retirement Super savings can deliver, and how to get the most from super

A recent report says we should focus on how to get the most from what Retirement Superannuation savings can deliver. At Financial Observer, Daniel Paperny writes – In the wake of incoming reforms to superannuation tax concessions, the industry must … Continue reading

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