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Pensions to face tougher scrutiny under new TBAR system

The move to the new quarterly based TBAR regime may see a clamp down on the backdating of pension documents, CFS has cautioned. Speaking in a recent podcast, Colonial First State head of technical ser

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Advisers warned on potential TBC 'freeze'

While an increase in the general transfer balance cap for next year now seems likely, advisers should be prepared for any legislative risks on the horizon, warns CFS. Speaking in a recent podcast,

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District 2 Congressional Candidates Brecheen, Frix Face Off In Debate

District 2 Congressional Candidates Brecheen, Frix Face Off In Debate
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Advisers may have 'obligation' to consider recontribution strategies

Advisers may want to look at recontribution strategies for clients in order to avoid potential legal action from beneficiaries in the future, says a technical expert. Speaking at the SMSF Associatio

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Technical strategy day returns as in-person event

The SMSF Adviser Technical Strategy Day is back as a in person event, offering attendees the chance to gain valuable CPD points and get up to speed with the latest developments. The event will be hel

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CFS flags critical step for avoiding 'nightmare' with recontributions

With recontribution strategies seeing increased uptake, advisers have been reminded on the importance of SMSF clients taking their pro rata pension payment where they fully commute their pension. In

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Superannuation: About to retire? Here's why it may be worth delaying your pension

Higher inflation could mean the transfer balance cap (how much you can put in a tax-free income stream) increases from $1.7 million to $1.8 million next July.

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Advisers warned on common errors with notices of intent

With the new financial year well underway, CFS has outlined some of the common traps with claiming tax deductions for super contributions.   While the work test no longer applies for those wanting t

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SMSFs urged to weigh up practical issues with private company investments

With the ATO and auditors taking a tougher stance on valuations, SMSFs may need to factor in practical issues with valuations when making decisions about private company investments. Speaking in a r

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Implications for pension planning with likely TBC increase

With the current rates of inflation likely to see another increase in the general transfer balance cap and contribution caps, this may impact certain strategies, advisers have been told. Speaking i

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