Super Reforms:
Considerations
How do the Super Reforms impact your investment strategy?
The Super Reforms that took effect on 1 July 2017 can have significant implications on how you approach your contribution, pension, investment and tax strategy. View these quick videos for a summary of key sections of the reforms.
Super Contribution Changes
Watch our video summary here
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Contributions reduced to $25,000 p.a.
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Non-concessional contributions reduced to $100,000 p.a.
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3-year bring-forward cap reduced to $300,000
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High income threshold reduced to $250,000
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Removal of 'work test' for tax deductible contributions
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Carry-forward of unused cap introduced
Super Pension Changes
Watch our video summary here
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Introduction of a transfer balance cap of $1.6 million in super retirement pensions
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Indexed in line with CPI in $100,000 increments
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Earnings on assets backing a Transition to Retirement Pension no longer tax-free
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Impact on Estate Planning, Reversionary Pensions and Death Benefit Pensions
If you have further questions or would like to discuss your particular situation, please do not hesitate to contact us.
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