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Superannuation

The impact of super changes on estate plans

The introduction of the $1.6 million transfer balance cap will affect the insurance and estate plans of many superannuation members. In my last article, I discussed why members must review any insurance they hold in super. Additionally, the transfer balance cap places a limit on the amount that can be paid as a death benefit pension and any e...

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Five urban myths about super changes

Much of the conversation about the superannuation reforms relates to reducing pension balances to a person's transfer balance cap, resetting the Capital Gains Tax (CGT) cost base for investments and making last minute contributions before the caps drop on 1 July 2017. This article covers a few urban myths that have developed among some trust...

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