With the federal election approaching on May 18, many of our clients are asking what the major parties’ policies are that may impact their superannuation,…
Read More The Major Parties’ Superannuation and Tax Policies
Below are the key proposals, but as always with budget announcements we remember that until legislated they are just words in most cases… Superannuation largely…
Read More Government delivers surplus election friendly 2019-20 Federal Budget
Feb 2019 – In a recent article by Miranda Brownlee of the SMSF (Self Managed Super Fund) Adviser magazine, the following new ATO process was…
Nov 10, 2018 A Financial Times Article written by Josephine Cumbo highlights the trustees of some UK pension schemes may have another reason to put…
Read More Potential delays in processing UK Pension Transfers
The 2018 UK Budget announcements saw the Chancellor, Rt Hon Philip Hammond, focus primarily on pre-Brexit preparations, consequently only a few items impacting UK pension transfers…
Nobody likes volatility. It can scare the heck out of the best of us, and certainly can prompt any of us to be concerned about…
A recent article in UK New Model Adviser, reveals increasing pressure from both the FCA (Financial Conduct Authority) and TPR (The Pensions Regulator) upon Actuarial departments within UK…
Read More Further Cuts in Transfer Values for UK DB schemes Recommended
19 March 2018 – The UK Government has ruled out a proposed £90 billion cut in defined benefit (DB) scheme benefits through indexation changes. In…
Read More Proposed £90bn indexation cut in UK defined benefit (DB) schemes ruled out by Government
UK Defined Benefit Schemes Update – January 2018 Breaking News A well known UK company pension scheme has announced that effective from February 2018, all…
Read More UK Company Pension Scheme Announces CETVs to drop by 20% from February 2018
