From 1 July 2017, the most significant reforms to superannuation in a decade will take effect.
These include the introduction of the Total Superannuation Balance and the Transfer Balance Cap, which each limit the amount you can hold in this concessionally taxed environment.
While many investors will not be affected, those with sizeable superannuation balances or who were planning large contributions should consider implementing strategies to minimise the impact of these changes prior to 1 July 2017.
This ebook discusses the major changes coming into effect, and some strategies that could be considered to optimise your position.
For more insights and strategies, please visit nabtrade’s EOFY hub.
(Click on the cover page image for the full document).
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