Since February, I have posted a series of five articles on important aspects of the ongoing super reforms and these have earned a strong response among Brentnalls NSW clients. My articles have covered the broad changes to superannuation and highlighted areas where you will need to make important decisions.

In case you missed them …

Super Reforms #1 Contribution Caps pre 30 June 2017
Super Reforms #2 Contributions Post 30 June 2017
Super Reforms #3 Commutation of Pensions
Super Reforms #4 Pension Strategy
Super Reforms #5 CGT Exemption

What you need to do …

Please review the action summary table to view actions you may be required to take, depending on your super circumstances, with regards to the super reforms I have discussed in this series of articles. This has caused some concern for Trustees and members who are anxious about applying the exemption incorrectly.

Your complimentary Super/SMSF review …

The super reforms are clearly an area of concern for many people and it is for this reason that I extend an invitation for you to find out more. I would like to offer the opportunity for you to meet with Nick Aston or myself, for the purpose of reviewing your superannuation strategy and to help you take appropriate steps to continue building wealth to fund your preferred lifestyle in retirement.

To arrange a review meeting or if you would like to discuss any aspect of the super reforms and how they may apply in your situation, please contact BNSW Planning on (02) 8252 5555 or email geoffreyf@brentnallsnsw.com.au