The 1 July 2017 start date for the 2016 Budget changes is rapidly approaching, and there is so much to be done! And the rules continue to evolve…
But with the enormous extent of the changes, what action must you take and where do you start?
This webinar will work through the responses required by advisers to the changes so you can identify what steps you must take with your clients, including:
•What has changed in recent times
•$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?
•What you must do with TRIS
•The opportunities from changes to the contribution caps.
•The impact of the CGT relief
•Estate planning and super – what is the new ‘normal’ and what action do we take with existing plans?
This session will cover similar topics to the Roadshow in January and February 2017, updated for further amendments.
We look forward to you joining in the discussion.