Australia: [Event-Mackay] A practical guide to the 2016 Budget changes to super – what you must do now!
Last Updated: 29 December 2016

Event details

When Location Contact
February 01, 2017 Quest Mackay on Gordon T - +61 7 3231 2400
2:15pm for 2:30pm - 4:30pm 27 Gordon Street, Mackay

With a 1 July 2017 start date for the 2016 Budget changes, the time to start preparing and reviewing your clients is now!

But with the enormous extent of the changes, what action must you take and where do you start?

This session will work through the responses required by advisers to the changes so you can identify what steps you must take with your clients, including:

  • $1.6 million caps – what does this mean and what do we have to do?
  • Do we have adequate documents for pensions?
  • What are the key thresholds and from when do they apply?
  • How to use the new contributions caps.
  • The opportunities from changes to the contribution rules.
  • Estate planning and super – what is the new 'normal' and what action do we take with existing plans?

As this is such a hot topic, we are running this session in multiple regions. Please register your attendance at your preferred location.

We look forward to you joining in the discussion.

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