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Get Ready: Super Reform & Strategies for July 2017

Published on 20 Oct 2016 | Took place at Leonda By The Yarra, Hawthorn, VIC

The superannuation reforms are progressing towards their 1 July 2017 commencement date. This event covered the following:

  • what strategies can be applied prior to the proposed reforms being implemented (time left to take action is quickly ticking away)
  • where each proposal is up to with draft legislation, fleshing out practical implementation
  • what concessions there are to the $500,000 lifetime cap including CGT relief, personal injury, LRBA and pre-budget contractual undertakings
  • the impact of the $1.6 million balance cap on a couple and their succession planning on death of the first spouse
  • why structuring a related party borrowing under the ATO safe harbour provisions might become more popular.

Individual sessions

Revised contribution proposals

Author(s):  Daniel BUTLER

This paper covers:

  • revised NCCs cap
  • the $1.6 million transfer balance cap explained
  • ATO’s revised view on LRBAs and the NALI risk.
Materials from this session: