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Superannuation strategies post-1 July 2017

Published on 01 Jun 18 by "TAXATION IN AUSTRALIA" JOURNAL ARTICLE

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.

Author profile

Kerri Reynolds CTA
Kerri has over 20 years of tax and SMSF experience gained with her work for KPMG in Australia. Kerri has a broad range of in-depth experience, including both compliance and strategy for SMSFs, tax advisory and business consulting services to SMEs, and advisory services to family businesses. Kerri enjoys working with families to plan for the future, in particular working with current business owners to run successful businesses, plan for retirement and plan for successful transition to the next generation. - Current at 04 September 2019
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