On 1 July 2017 a range of superannuation changes will apply, meaning that now is a great time to ensure your super strategy is as tax-effective as it can be.

What are the key changes?

  • Annual before-tax contributions cap will reduce to $25,000 for everyone.
  • Annual after-tax contributions cap will reduce to $100,000 per annum.
  • If you earn between $250,000 and $300,000 per annum an additional 15% tax is payable on before-tax contributions.
  • Earning tax rates on Transition to Retirement pensions will increase.
  • A lifetime cap will be introduced to tax-free pension accounts.

Comparing The Changes By Situation

You are making before-tax contributions to your super
You are making before-tax contributions to your super
You are making before-tax contributions to your super
You are making before-tax contributions to your super
You are making before-tax contributions to your super
You are making before-tax contributions to your super

Why Choose Us?

Our Senior Financial Planners can help with more than just understanding the super changes. You will receive a full Financial Planning service which includes:

  • Retirement planning
  • Tax-effective income strategies
  • Maximising superannuation
  • Good investment strategies

Book your FREE 1 hour Financial Planning Consulation* now to save $150

We're Invested In You

Our Senior Financial Planners have over 12 years experience and are here to understand your needs and recommend the right strategy for you. Changes to superannuation can be difficult to understand and that's where we can help with a FREE Financial Planning consultation*

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I want to help you achieve your retirement goals

Paul Furlong
Hawthorn East
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I am here to help you make sense of your financial situation and achieve your goals

Ben Holian
Hawthorn East
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I aim to help you improve your financial wellbeing

Steve Reardon
Hawthorn East
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I am here to help you start planning your future now

Paul Patman
Moonee Ponds

Still have questions? Speak with us today.