News

Superannuation, Tax

Franking credit data set questioned

Small notes with When, What and Question Marks written on them

Data used to project the cost of the removal of franking credit refunds has been questioned with concerns that it failed to include the impact of the transfer balance cap.

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ETFs, Investments

Vanguard goes to market with new ETF

A new active exchange-traded fund has been released to market offering investors access to a diversified portfolio of international equities.

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Pensions, Property

Retirement lender secures home equity funding

Household Capital has announced a $100 million home equity funding facility for retirees in conjunction with an industry fund-owned bank.

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Superannuation, Tax

Franking credits recommendation retains tax balance

Women pushing smiley face on screen to make it green with approval

SuperConcepts has also welcomed a recommendation to retain refundable franking credits claiming it would retain the zero tax rate for those who pay no tax.

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Strategy, Superannuation

Easing of contribution rules can be powerful

A policy specialist has identified that maximising the ability for 66 and 67 year olds to use the non-concessional contribution bring forward rule could result in a significant boost to these people’s retirement savings.

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Superannuation, Tax

Franking credit removal is highly discriminatory

The head of boutique investment manager has labelled the removal of franking credit refunds for SMSFs as a highly discriminatory move.

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Retirement

SMSFs found most satisfying

SMSFs have emerged again as the most satisfying retirement savings structure, according to the most recent industry research.

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Financial Planning, Superannuation

Retail super advice gone by 2030 but SMSFs to stay

Typewriter with the words The End written in red ink

Retail superannuation advice will disappear by 2030, subsumed by superannuation funds, but SMSF related advice will continue to remain on offer.

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Superannuation, Tax

Budget contributions measure may cause confusion

An SMSF sector expert has warned compliance breaches may result from confusion over the contribution rules changes included in the 2019 federal budget.

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Superannuation, Tax

Franking credit report suggests policy rethink needed

An alliance of 11 consumer and industry bodies has called on Labor to reconsider its franking credit policy, claiming a recent inquiry has shown it is flawed and unfair.

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