As you are most certainly aware, there are some Superannuation reforms which take effect on 1 July.  Depending upon your circumstances, employment status, Super balance and age you may be affected.

The most important thing is that you seek advice and take action before the 30 June 2017 deadline.  There are some significant opportunities available, however, you must take action now.

Below we have included four fact sheets.  We have outlined who should be reading each one dependent upon your age.  Please note, more than one fact sheet may be relevant to you:

PLEASE CLICK ON EACH OF THE IMAGES BELOW TO VIEW FULL FACT SHEETS:


Concessional Contribution Changes
Under age 75 and maximising tax planning via super contributions

 


Non-Concession Contributions Changes
Aged 55 and over, boosting your super and retirement planning

 


Personal Deductible Contribution Changes
Self-employed and under age 75

 


$1.6 Million Pension Transfer Balance CapOver age 60, retired and have close to or more than $1.6 million in super

Please take time to read the Fact Sheets that are relevant to you and then contact you WealthPartners Adviser to discuss any action that may be required between now and 30 June.