2016 Federal Budget

Tools & guides

Impact of 1 July 2017 changes to superannuation on SMSFs

Marcus Evans looks at super changes and what advisers need to know when dealing with SMSFs....

Tools & guides

Looking at the old with the new – TAPs and transfer balance cap

Josh Rundmann looks at myth busting term allocation pension treatment misconceptions....

Superannuation

SMSFs suffer most under super reforms

SMSFs would be most affected by the 2016 Federal Budget changes to superannuation, while the $1.6 million limit would increase flows into retail and industry funds....

Superannuation

First draft legislation omits thorny super issues

The most controversial changes to super proposed in the Federal Budget such as the $500k lifetime limit have not been mentioned in the first tranche of draft legislation,...

Editorial

No unscrambling the LIF omelette

There can be no doubting how many life/risk advisers remain aggrieved by the LIF outcome, but bi-partisan Parliamentary support means there is no unscrambling the omelett...

Tools & guides

Proposed $1.6m pension cap opportunities

Curtis Dowel looks at five opportunities planners can consider in the lead up to the possible superannuation changes proposed in the 2016 Federal Budget....

Editorial

Time for bipartisanship on super

Mike Taylor writes that the major parties need to understand that notwithstanding the delicate make-up of the Senate, it is time to end the uncertainty around superannuat...

Financial planning

O’Dwyer signals discretion on adviser education standards

The Federal Government will allow its expert standards setting body discretion to issue exemptions on a case-by-case basis....

Features

Hold the policy. We have an election

A double dissolution election has left many financial planning policies in limbo, and advisers are demanding certainty on at least three key issues, Malavika Santhebennur...

Tools & guides

Federal Budget Q&A

Given the significant amount of interest in the superannuation-related changes proposed, what follows is a compilation of common questions relating to these proposals by ...

Editorial

Budget super changes open to refinement

Mike Taylor writes that the critics of the Government’s Budget super changes should expect minor tactical adjustments rather than major reversals....

Features

What’s keeping advisers up at night? – Adviser Sentiment Part 1

The financial planning industry has probably accepted by now that change is a constant, stemming from legislation, regulation, or the Budget. Malavika Santhebennur wades ...

Features

When year-end tax strategies rely on a federal election

Decisions regarding tax this financial year have a lot to do with the upcoming federal election and possible legislative changes. Jassmyn Goh finds out how advisers can b...

Tools & guides

Impacts of the 2016 Budget superannuation measures

Catherine Chivers looks at the key changes and potential Budget 2016 impacts on superannuation and taxation of small businesses....

Policy & Regulation

TTR changes should not hinder low income earners: Opposition

The Federal opposition is consulting with stakeholders and experts to ensure Budget proposal changes do not negatively impact people on lower incomes. ...