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Super Reform Snapshot for 30 June 2018 Planning

Published on 22 Feb 2018 | Took place at Leonda By The Yarra, Hawthorn, VIC

This events covered the following topics:

  • managing the new contribution rules and the traps to watch out for
  • the latest on pension and the transfer balance caps (including TBAR) and can
  • TRISs convert to an account based pensions
  • the key impacts on succession planning from the recent changes and the key review points that advisers need to consider
  • what’s changed with LRBAs (SMSF borrowing)?

Individual sessions

Super reform: Snapshot for 30 June 2018 planning

Author(s):  Daniel BUTLER

This paper covers:

  • how will downsizer contributions work for SMSFs?
  • how do downsizer contributions work?
  • how will the first home super saver scheme work for SMSFs?
  • how does the FHSS Scheme work?
  • the latest on TRISs: are you in retirement phase?
Materials from this session: