New super changes,
new planning opportunities

This technical guide provides a summary of the key changes to the superannuation legislation.

The changes are extensive and complex, and impact on both the contributions, benefit payment and reporting regimes – creating the need to comprehensively review your clients' accounts and current strategy positions.

This guide covers a number of changes including:

  • Concessional contributions
  • Non-concessional contributions
  • Transition to retirement income streams
  • Transfer balance cap
  • Death benefits and how they impact on the surviving beneficiaries transfer balance account
  • Deducting personal contributions - no more 10% rule

Complete the form to receive your copy.

By submitting your details, you agree to receive further marketing communications from Netwealth. It is, however, possible to unsubscribe from within each communication received. Please visit our website to read our Privacy Policy. By clicking Download, you agree to our Terms & Conditions.