With Treasury Laws Amendment (2018 Measures No. 4) Bill 2018 finally passing the Senate late in 2018, it required further amendments to be passed by the House of Representatives before this ‘fix’ would apply to allow for certain reversionary pensions to continue or move into the retirement phase. Importantly, we have now seen this legislation on…
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Having gained an understanding of the current landscape and the potential impact of Labor’s super policy settings, the other key driver in 2019 will be the outcomes and recommendations from both the: Productivity Commission (PC); and Financial Services Royal Commission (FSRC) With the Productivity Commission already having released its final report and recommendations into the…
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Given the pace of change and activity within the superannuation industry, it is easy to forget that whilst in opposition the Labor party has already placed a stake in the ground regarding changes to superannuation policy that will occur should they take Government in May this year. In recent times we’ve seen political jockeying…
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Having resisted the temptation for much of the past 12 months, the voice of our members grew over this time in their request to add a discretionary (family) trust document into the Smarter platform. Well, having embarked on this process over the past couple of months, we are now excited to announce that release of…
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Wow! With nearly 600 registrations and the ‘full house’ sign up, we had a fantastic response to our first webinar of the year on Aaron’s ‘top 9 things you need to know for 2019’. As we again face a period of uncertainty across the political landscape and in response to outcomes from the Financial Services…
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