Superannuation Reforms starting 1 July 2017

Review your Superannuation and your plans pre 30th June 2017 and stay on Track!!

On 1st July 2017, some rule changes will come into effect that may impact your retirement strategy

  • Super contribution caps have changed
  • Division 293 tax threshold has reduced to $250,000
  • A transfer balance cap of $1.6 million will be introduced that limits the amount that can be held in retirement (Pension phase) If you currently exceed this limit it is very important that we meet to discuss your options
  • Some rule changes come into effect that may impact your "Transition to retirement" (TTR) Strategy. The tax rate payable on earnings from investments held in a TTR Pension will increase from 0% to 15%

To make an appointment with one of our Self Managed Superfund Specialist Advisors simply give us a call on 02 9977 8077.

At your meeting we will review your plans and look at what you may need to do to stay on track to achieve the retirement lifestyle you want.

 

About Messenger Murray Picello

Accounting, Taxation and Business Services

We deliver outside of the box results, different ways to solve challenges and although we walk and talk like accountants, we add that bit extra by creating different, intelligent and workable solutions along with remarkable customer service.

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Level One, 10 Pittwater Rd
Manly NSW 2095

PO Box 870, Manly NSW 1655

02 9977 8077

reception@2mp.com.au

 

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