a. Changes effectively re-introduce a ‘RBL’ for super – $1.6M per person. Lowering the annual caps means take longer to get there so need to plan early to fully utilise. b. Opportunity for those to maximise current contribution limits this financial year – both concessional and non-concessional contributions. Any unused ‘bring forward’ of the current […]
RBL
Don’t panic! Change to superannuation is here to stay
What is clear from this week’s Federal Budget (and Labor’s response) is that no Government plans to leave superannuation untouched. The real work now is to look at what this means for current and future retirement plans.
Crystal Wealth Partners is a privately-owned boutique financial advisory and investment management firm specialising in delivery of services to high net worth individuals and family offices.