Significant changes to Superannuation could impact on you! Act Now!

January 11, 2017

 
Don't get caught napping! It's less than 6 months until some of the most significant Superannuation changes ever are introduced.

 

 

We would like to give you the opportunity to make sure you have reviewed your overall situation, and have taken full advantage of any opportunities that may be available to optimise your financial situation prior to 30 June 2017.

 

These superannuation changes could also have significant impacts on your estate planning.

 

They will impact on intergenerational wealth transfer strategies such as ensuring your assets pass onto your children/ grandchildren in the most tax effective and protected way!

 

We anticipate an extremely busy 6 months leading up to these changes, as superannuants look to restructure their various tax structures, to ensure they have positioned themselves as tax effectively as possible.

 

Almost all superannuants will be affected by these changes, and we strongly recommend you organise an appointment to review your situation as soon as possible to make sure you have time to make any necessary changes to your portfolio.

 

 

The Changes:

 

 

We are experts in this area and can support you throughout this process. Please let us know if you would like to organise a time to review your situation.

 

Share on Facebook
Share on Twitter
Please reload

Featured Posts

Insights & Investment Solutions Magazine - Winter 2019

July 17, 2019

1/2
Please reload

Recent Posts
Please reload

Merit Planning (East) Pty Ltd ACN: 612 699 555
Asic No. 1246989 is an authorised representative of Merit Wealth Pty Ltd ABN: 89 125 557 002 (AFSL 409361)

2016 Merit Planning (East) Pty Ltd 

T:  02 8076 6026

M: 0432 988 773
 

Level 21, 133 Castlereagh St
Sydney NSW 2000

 

PO Box Q1071

Queen Victoria Building NSW 1230