Upcoming insurance changes for FirstChoice Employer Super members
From 1 February 2025, we’re changing insurance rate premiums and making enhancements for FirstChoice Employer Super members.
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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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^ The rating is issued by SuperRatings Pty Ltd ABN 95 100 192 283 (SuperRatings) a Corporate Authorised Representative (CAR No.1309956) of Lonsec Research Pty Ltd ABN 11 151 658 561, AFSL No. 421445. Ratings are general advice only and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and SuperRatings assumes no obligation to update. SuperRatings use proprietary criteria to determine awards and ratings and may receive a fee for the use of its ratings and awards. Visit superratings.com.au for ratings information. © 2025 SuperRatings. All rights reserved.
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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.