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The incoming tax increase for clients with superannuation balances exceeding $3 million will remain a key topic for financial advisers and their clients in 2024, according to BT.
How to wind-up an SMSF is one of the top inquiries BT technical services have been fielding from advisers during the July to September 2023 quarter. Also popular were questions on superannuation and t
BT has released its hottest end of financial year tips for advisers; in the mix this year are changes to downsizer contributions, the super guarantee and minimum pension drawdowns.
Financial advisers have been focused on mitigating the impacts of COVID-19 on superannuation for their clients, according to BT.
In the September 2021 quarter, COVID continued to be top of mind for advisers and their clients – and understandably so, as the Delta variant had forced, at one point, around 60 per cent of Austr