The superannuation transfer balance cap is changing. Here’s what you need to know
APT Admin
May 23, 2023
Summary The General Transfer Balance Cap (TBC) is set to be indexed to $1.9 million from 1 July 2023. Not everyone will receive the full increase. Your personal transfer balance…
Strategies to minimise the impact of super cap changes
Andrew Dunbar
Mar 07, 2023
Recently, the Australian Government announced that it will be doubling the tax rates on superannuation earnings for those with AUD3M+ super balances in the 2025/26 tax year, which will see…
Ask an Adviser: What will change with superannuation from 1 July 2022?
Rhett Pudney
Jun 28, 2022
Earlier this year, The Treasury Laws Amendment (Enhancing Superannuation for Australians and Helping Australian Businesses Invest) passed both houses of parliament and will come into effect on 1 July 2022. We asked…
Ukraine: What geopolitical tensions mean for investors
Sarah Gonzales
Mar 09, 2022
Geopolitical risks arise when countries’ interests collide, from trade tensions to climate change policy conflict and, as we are seeing right now, military conflict. These events generate uncertainty in economies…
Important superannuation changes taking effect 1 July 2022
Andrew Dunbar
Mar 02, 2022
Recently, The Treasury Laws Amendment (Enhancing Superannuation for Australians and Helping Australian Businesses Invest) passed both houses of parliament and, following Royal Assent, will come into effect on 1 July…
Transferring a UK pension to Australia
John Versace
Dec 10, 2021
Living and working in the UK is a well-worn trail for Australians, and many UK residents choose to move to our sunny shores for the Australian lifestyle. Access to your…
What do changes to income protection mean for you?
APT Admin
Oct 28, 2021
The Australian Prudential Regulation Authority (APRA) recently reviewed personal income protection insurance to ensure it remains sustainable and affordable. As a result of this review, insurance policies issued after 1…
How to manage your foreign pension on returning to Australia
John Versace
Oct 07, 2021
With many Australian expats deciding to return home throughout the pandemic, what to do with foreign pensions is becoming a hot topic. And it’s one that can be challenging to…
Investing Lessons from 2020/21
Sarah Gonzales
Oct 05, 2021
The past 12-18 months may have felt like a rollercoaster for investors. In March 2020, we saw markets respond quickly to the emerging pandemic, with investors selling and markets dipping….
Should you buy property in 2021?
Sarah Gonzales
Aug 03, 2021
As Australia’s economic recovery forges ahead, the Australian property market remains a hot topic. For years we have been hearing that the bubble must burst, yet property prices in most…
Are NFTs an investment?
Sarah Gonzales
Jun 07, 2021
You might have noticed some buzz lately around something called Non-Fungible Tokens or NFTs, which are essentially a digital certificate of ownership for digital assets, such as images and video….
