TRIS, LRBAs and the new amendments to the 2016 Budget measures

19 June 2017 Topics: Tax and revenue, Superannuation, Professional advisers

The proposed amendments to the 2016 budget measures for the treatment of transition to retirement income streams and limited recourse borrowing arrangements were passed on 15 June 2017 – Treasury Laws Amendment (Fair & Sustainable Superannuation) Bill 2016.

These amendments change how the 2016 budget measures affect those with a TRIS or about to enter into an LRBA.

For information about how the changes affect those with a TRIS, click here.

For information about how the changes affect those about to enter into an LRBA, click here.

If you would assistance addressing these issues, please contact a member of our team.



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