Product Updates
Heffron SMSF
Our most recent updates to the Super Companion include:
- The proposed legislation changes page has been updated with the past fortnight’s developments including:
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- The five super related proposals from this week’s Mid Year Economic & Fiscal Outlook.
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The introduction into Parliament of a Bill to implement the new Division 296 tax – the new additional tax for individuals with more than $3m in superannuation. We’ve also updated our commentary & FAQs with our new learnings.
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The release of the Government’s discussion paper on Super in Retirement.
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The announcement of a start date (20 September 2024) for a number of already legislated changes to the First Home Super Saver scheme. We’ve also re-written and vastly improved our section on the First Home Savers Super Scheme.
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We’re ready for the new year with our link to the Parliamentary sitting calendar now looking at 2024.
In the last fortnight we’ve also reviewed and updated the following Education Bites:
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Withdrawal & recontribution strategies
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Business real property
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Investment strategies
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What assets can (and can't) be acquired from a related party?
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What is a related party?
This article is for general information only. It does not constitute financial product advice and has been prepared without taking into account any individual’s personal objectives, situation or needs. It is not intended to be a complete summary of the issues and should not be relied upon without seeking advice specific to your circumstances.
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