Commutation of a retirement phase income stream is an event that affects a member’s transfer balance account for the transfer balance cap (“TBC”). The Transfer Balance Account Report (“TBAR”) has to be lodged with the ATO by the relevant due dates. The transfer balance cap is currently $1.6 million.
COVID-19
Reasons to be cheerful: Part II
When we think about overcoming coronavirus, we look to large pharmaceutical companies as one of the key players to get us back to normal.
What is driving Insync’s success?
The key to Insync’s success within a highly concentrated portfolio is close attention to downside risk management, as well as selecting stocks with long runways of upside growth not closely linked to prevailing economic conditions.
There is good reason to be optimistic: Insync
Global Megatrends are still set to deliver sustainable growth rates of at least mid- to high- single digits in the years ahead. The shape of the recovery is not important for us. Covid-19 has actually accelerated many of our Megatrends, as investors continue to underestimate their size and acceleration.
Insync delivers very healthy ‘half-time’ results
At a point when many local equity and fixed income funds struggled to maintain previous income payments, Insync Funds Management delivered very healthy income distributions of 9.2% (Global Capital Aware) and 5.3% (Global Quality Equity).
Thinking of making a sea change or tree change?
Thinking of making a sea change or tree change? The rules have changed … for the better!
A tale of two giants
There are those that failed to see it coming or adapt fast enough. The poster child of the old world is General Electric. Three CEOs in three years reflects the magnitude of the structural challenges GE is facing.
Insync again outperforms benchmark in post-crisis recovery
Both Insync funds consistently outperformed in both rising and falling markets over the past five months, weathering some of the most volatile times in a century.