Contributions: Restrictions, limitations & opportunities
The impact of reform on pension phase superannuation
Transitional CGT relief and its impact
Pre and post 30 June SMSF administration
The reforms originally announced in 2016-17 Federal Budget are now law. Advisers not only need to be across the reforms but intricately understand the impact on client’s individual scenarios. And, they need to understand the impact now.
The changes are extensive ranging from the reduction in contribution limits through to the tax applied to some pension types.
On top of this, advisers need to be across the transitional capital gains tax measures as they may provide a way to avoid detrimental taxation outcomes in the current year but only if the required action is taken now.
Your clients want answers and this series has been designed to ensure that you can provide succinct advice across your client base.
Who should attend?
Anyone working with SMSF clients.