Have you reassessed how the superannuation changes from 1 July 2017 have affected you?
Substantial superannuation changes have taken effect from 1 July 2017.
Our Self Managed Superannuation specialist Daniel Uden described the changes as the largest and most complex adjustments to superannuation in 10 years.
You may be affected by these changes if you:
- Are retired with $1.6m or more in superannuation and expect a particular earnings rate from investments
- Are considering making a significant contribution to a superannuation fund
- Receive a government defined benefits pension and have other superannuation funds
Our Financial Planning and Self Managed Superfund experts are here to provide a review of your existing investments tailored to your individual financial circumstances. Contact our office today for an appointment.