News

There were two major issues we were expecting clarification on. The additional tax proposal for high balance fund...

We all know that the level of in-house assets cannot rise above 5% of the fund value at the end of the financial year...

I’m please to advise that we have released some additional portal functionality for you. You now have access to an...

I’m rather concerned that the consultation paper on the proposed new superannuation member equity tax measure does not...

From 1 July 2023 existing superannuation pensioners will be subjected to a personal transfer balance cap based on...

As our contribution to the debate surrounding the government’s proposed tax on member accounts in excess of $3m and,...

Identity theft is a serious issue and becoming increasingly common. It generally begins with a phishing email from,...

Opposition to the Government’s proposed super tax is growing rapidly, not so much for its imposition but for its...

The government announced their “modest adjustment” proposal as an imposition of an additional 15% tax on earnings...

The Labor government has announced its intent to increase the maximum superannuation tax rate on any member balance...

The AWOTE numbers announced today do not result in an increase to the contribution caps so the concessional cap of...

There are times when the regulator’s interpretation of the law enhances certainty and provides the basis for...

Following my posts on the indexation of the general transfer balance cap I’ve been asked why I did not show an...

Assuming that the general transfer balance cap will lift from $1.7m to $1.9m from 1 July 2023 we will need to address...

No doubt you have already heard of today’s major superannuation story. The General Transfer Balance Cap (TBC) is set...