The Federal Government has passed its super reform legislation, and most changes will take effect from 1 July 2017.
Hear practical insights into the reforms and the likely impacts on your self managed super fund. Take steps now to to learn, plan and prepare for the changes.
The seminar is free and is open to clients of McEwen Investment Services and others with an interest in the reforms and their impacts on self managed super.
“Super Reforms – Learn, Plan and Prepare”
FREE SEMINAR
Open to clients of McEwen Investment Services and others with an interest in the reforms and their impact on self-managed super.
What happens to your super when you die?
Your super balance could be a significant asset when you die and it should therefore be considered very carefully in your estate planning. This is particularly important given that your super will not automatically be covered under your will.
After-tax contributions and the ‘bring-forward’ rule
The ‘bring-forward’ rule allows super members to make up to three years’ worth of non-concessional (after-tax) contributions in a single year by bringing forward the caps of the next two years. The rules can be complicated, and it’s important to understand how they work before using them.
Carry-forward concessional contributions
It used to be a case of ‘use it or lose it’, but the carry-forward concessional contributions rules now give more flexibility to prevent people falling behind in their super savings.
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