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Our technical reference guides provide you with a comprehensive summary of the superannuation rules and issues that you need to be aware of when advising clients.
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Latest articles
Indexation of the General Transfer Balance Cap from 1 July 2025
The General Transfer Balance Cap is set to increase from $1.9 million to $2.0 million on 1 July 2025.
This article examines the implications of the increased Transfer Balance Cap (TBC) for those who have already commenced a retirement phase income stream, as well as those planning to commence one for the first time.
Commuting a TAP under legacy pension amnesty rules
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Small business owners' retirement plans can impact tax and super
When a small business owner plans to use the 15-year exemption, it is important to ensure it is in connection with retirement.
If not planned properly, the disposer may need to pay additional capital gains tax and miss a significant opportunity to maximise superannuation contributions.
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Adviser use only. Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468. It may include general advice but does not consider anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statements (PDSs), Investor Directed Portfolio Service Guides (IDPS Guides) and Financial Services Guides (FSGs) before making any recommendations to a client. The PDSs, IDPS Guides and FSGs can be obtained from www.cfs.com.au or by calling us on 13 18 36. Past performance or awards are no indication of future performance.