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2005 news

15/8/2005 Superannuation surcharge abolished
Legislation to abolish the superannuation surcharge has now been passed by the Senate. As a result, the surcharge will no longer apply to surchargeable superannuation contributions and employer Eligible Termination Payments (ETPs) received from 1 July 2005. [more]
6/7/2005 Portfolio Partners Balanced Super Trust investment option has been terminated.
Plum Financial Services Limited was informed on 6 July 2005 that the Portfolio Partners Balanced Super Trust investment option has been terminated effective 30 June 2005. [more]
18/5/2005 Major super and tax changes in 2005 Federal Budget
The 2005/06 Federal Budget, which was released on 10 May 2005, proposed several changes to superannuation and personal tax rates. [more]
26/4/2005 KPMG ranks Plum number one
Plum Financial Services (Plum) achieved the top ranking for its website in a recent internet survey by leading international professional services firm, KPMG. [more]
24/3/2005 Changes to investment menu
The Credit Suisse Australian Share Fund, currently available through your existing plan, will be closed effective 16 March 2005. [more]


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