From 1 July 2017, significant superannuation reforms will be place. The $1.6 million transfer cap has added a level of complexity to superannuation, especially for members with pension accounts above the transfer balance cap. We have recorded a short webinar to help explain some of the mechanics and options members have before 30 June 2017.…
With the proposed changes to the superannuation contribution caps expected to pass as legislation, planning forward and maximising the capacity to contribute to your retirement savings is essential. We have prepared a short webinar on the topic. Be Informed. Be Prepared. Achieve your Dreams.
https://youtu.be/b7YWJTByzo4
Please enjoy our latest edition of Passionate Planning. In This Issue – What is Apple Pay? – Four tips on what to do with a windfall – A SMSF trustee decision for the long, long haul – Make sure your estate ends up in the right hands You are welcome to share our bulletin with your…
We’re writing to inform you of the upcoming change to the T+2 settlement cycle for the Australian share market and how it may affect your account. What is a T+2 settlement? From 7 March 2016, the Australian Securities Exchange (ASX) is moving to a T+2 settlement cycle, meaning the settlement period for trades on the…
