End of financial year is fast approaching, but you can get ahead of the game with these seven superannuation tips, including a way for a couple to put $800,000 into super in coming months.
Tag Archives | super changes
The July 1 super changes will encourage many people to reconsider their estate planning, and the role of testamentary trusts should be part of the process. The range of choices has moved far beyond a will.
It’s revealing to read what investors actually did with their superannuation in response to the 1 July rules changes, and the comments show many people are tired of the constant tinkering with the super rules.
With super changes a week away, this is the last chance to act on transition to retirement adjustments, resetting CGT cost bases or contributions under the higher limits.
To find out what our readers did with their super as a result of the changes, we are running a short survey, and the results will be published next week.
When changes to regulations are as extensive and complex as the coming 1 July rules, many misconceptions about how they work arise for both advisers and their clients. Here are a few common mistakes.
The deductibility of personal contributions due from 1 July is a bigger opportunity than most people realise, given many employees were not allowed to salary sacrifice, and some employers abused it.
Monica answers questions on her article on the $1.6 million cap. As she will be unable to answer more questions directly for a while, consider registering for her upcoming webinar.
Does the Treasurer realise the extent of the super ‘gift’ he has delivered to financial planners for Christmas? We’re beginning to understand how complex the system has now become.
Amid the anecdotes and anger about the election results, this short survey gauges your reaction to the claims about the proposed super changes, both for your own voting and the overall impact on the election.