Tag Archives | policy changes

credits

Franking credits lament: was it worth it?

Labor justified its franking credits policy based on the cost rising 10-fold since 2001 and heading towards unaffordable levels. But were the numbers right and would the savings ever have eventuated?

compare

Compare the pair: Coalition v Labor super

Rarely do we go into an election with such contrasting policies from the major parties, and no more so than in superannuation. The nation’s decision on 18 May will have a big impact on retirement savings.

policy options

Assessing Labor franking policy options

Investors whose income may be hit by Labor’s franking credits proposal can reallocate away from fully franked dividends to other investments to maintain their income, but it will involve different risks.

brexit

Two Brexit visions as seen from London

There were two camps in the ‘leave’ campaign, and the one negotiating with the EU should be pro-immigration. While this increases the chance of the UK retaining access to the common market, will the other camp allow flexibility?

PX-lightning-tree

Workers reaching 60 face super shock

Among the Budget’s proposed super changes, little has been said about the broad impact of the new transition to retirement rules. Those who intend working beyond the age of 60 may now pay tax on their entire balance.

MF-eggs-basket

SMSF assets will not need segregating

SMSFs transferring funds to a tax-free pension account under the proposed cap of $1.6 million will not need to sell or segregate assets from an accumulation account for the same member.

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