Our experts explained the following budget super reforms and how they may impact you:
- How will the Personal Balance Cap’s be recorded and monitored?
- How do the complex averaging rules really work? Will you be able to contribute?
- Should you keep or windup your Transition to Retirement Income Stream (TRIS)?
- What do the new rules mean for pension reversions and Estate Plans?
- What are the action items to be completed by you before 30th June 2017?
- Why, in most circumstances, advice and subsequent implementation will constitute financial advice and will be required to be written up on a formal statement of advice.
This session was presented by acknowledged superannuation experts Murray Wyatt and Maureen Allan of Morrows, together with input from members of the Morrows Super and Legal teams.
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