Please find below a guide which outlines some very significant superannuation changes that are coming into force in the new financial year – 1 July 2017. These changes cover many areas of superannuation legislation – so please call the office if you wish to discuss how they may impact on your individual circumstances.
I am also excited to say we have recently invested in new financial planning software for the business, which allows us to provide in-depth financial modelling and forecasting for our clients. If you are interested in receiving a complimentary written analysis of an achievable retirement date (for those still working) or to confirm your existing retirement is adequately funded (for those who are currently retired) please contact me.
If you have any questions, or if you wish to arrange a face to face catch up, please don’t hesitate to contact the office.
General Advice Warning
Information provided on this website is general in nature and does not constitute financial advice. For our general advice disclaimer, please click here.