Advisor Q&A: July 13 -- The super morning after
The super morning after
In the lead-up to June 30 this year, SMSF activity reached fever pitch as trustees sought to restructure their financial affairs before July 1.
Now the dust has settled, it’s all about making the most of the new super rules through careful contributions and estate planning, and smart investment strategies.
Join financial advisers Bruce Brammall and Max Newnham, together with Editor Tony Kaye, to talk about how you can maximise your opportunities in the new super and pensions world.
Frequently Asked Questions about this Article…
After July 1, new superannuation rules came into effect, prompting SMSF trustees to restructure their financial affairs. These changes focus on optimizing contributions, estate planning, and investment strategies to maximize opportunities in the new super and pensions landscape.
To make the most of the new super rules, consider engaging in careful contributions, strategic estate planning, and smart investment strategies. These steps can help you maximize your opportunities in the evolving super and pensions world.
June 30 is significant for SMSF trustees as it marks the deadline for restructuring financial affairs before the new super rules take effect on July 1. This period often sees heightened activity as trustees prepare for changes.
Estate planning is crucial under the new super rules because it helps ensure that your financial affairs are structured efficiently, allowing you to take full advantage of the opportunities available in the super and pensions landscape.
Financial advisers like Bruce Brammall and Max Newnham can provide valuable insights and guidance on maximizing opportunities under the new super rules. They can help with strategic planning and investment decisions tailored to your financial goals.
Smart investment strategies can benefit SMSF trustees by optimizing returns and ensuring that their superannuation funds are aligned with the new rules. This approach can enhance financial security and growth potential in the super and pensions world.
When restructuring your financial affairs for superannuation, consider the new rules, your contribution limits, estate planning needs, and investment strategies. These factors will help you maximize your superannuation benefits and opportunities.
Staying informed about changes in superannuation rules can be achieved by following updates from financial advisers, attending informational sessions, and reading expert commentary. Engaging with resources like live blogs and articles can also provide valuable insights.