News

Contributions, Pensions

Blocking indexation a brave move

Preventing the indexation of the general TBC would be considered a very bold government initiative and contrary to the intent of the original policy.

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Pensions, Superannuation, Tax

Soft cap has pension strategy impact

Pension strategies dealing with a member’s death could be impacted by the proposed additional tax on super balances above $3 million.

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Australian Shares

Franking credit policy wide of the mark

The government policy to prevent company share buybacks from including franked dividends will not impact the parties Treasury has targeted.

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Retirement

Retirees see another cost of living rise

The cost of living for retirees increased by 2.5 per cent in the last quarter of 2022 and by 7.5 per cent over the year, raising the level of super needed to fund a comfortable retirement.

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Investments, Regulation

MIS regulations to be reviewed

After being introduced over 20 years ago, the regulatory framework for managed investment schemes will be reviewed this year.

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ETFs

New ETF combines fixed income and ESG

Janus Henderson Investors has launched a fixed income ETF focused on companies working towards making positive social and environmental changes.

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Investments

Reassess risk caused by rate rises

Rising interest rates will alter the expected returns from shares and fixed interest investments, with retirees cautioned to watch for increased risks.

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Superannuation, Tax

Tax cap to impact SMSFs the most

tax superannuation SMSF

The new $3 million tax threshold will be applied to all superannuation funds but it will have the greatest impact on SMSFs.

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Superannuation

Confidence in super takes hit

confidence superannuation

Confidence in the retirement savings system has been eroded by the proposal of a new superannuation tax for member balances above $3 million.

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Investments

Semiconductor sector set for boom market

semiconductor sector

The rapid adoption of artificial intelligence will see even further growth in the semiconductor sector and opportunities for investors.

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