Pensions Strategies post 1 July 2017 (96:36 mins)

FPA CPD 1.5 hours – SMSF – Approval no. 009120 expiring on 25.05.2018

  • New $1.6M transfer balance cap and excess transfer balance penalties
  • CGT cost base relief (segregated and proportionate methods)
  • TRIS issues and removal of tax benefits and Lump sums and minimum pension requirements
  • Internal commutations and key issues, actions and strategies pre 30 June 2017

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We chose to update all our clients SMSF with and they came to our office and got the job done quickly and efficiently. This saved us valuable staff resources which meant we could continue business as normal. We will continue to use as our preferred supplier.

Philip Ting
Philip Ting & Co.

Having compared to other legal document providers provided our firm with a true one stop solution combining electronic document delivery, professional legal’s, technical support, online document storage/retrieval and competitive pricing.

Jack Liubinskas
Senior Partner, CPA
LBH Accountants

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