Superannuation 2018

Superannuation strategies post-1 July 2017

Source: Taxation In Australia Journal Article

Published Date: 1 Jun 2018


Changes to the superannuation rules that came into effect on 1 July 2017 have resulted in the significant restructuring of many clients' superannuation interests and strategies. While most clients have put arrangements in place to ensure that the new superannuation transfer balance cap has not been breached, many are only now considering the longer-term strategic planning and practical changes required moving forward. This article looks at some of the changes to come in, looks back at strategies commonly employed before 1 July 2017 and reviews their effectiveness, and discusses some of the strategic thinking required now. This article also includes a case study and examines a number of issues, including contribution strategies, various investment strategies, the ATO's recent guidance, benefi t planning and estate planning considerations.

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Superannuation 2018

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