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Keeping you up to date

As you are all no doubt aware, significant changes to superannuation occurred recently. We touched base with all of our Self-Managed Super Fund (SMSF) clients prior to the end of the financial year with details of what they were required to do at that time (if anything). So what’s the next step?

We now need to consider how our SMSF clients manage their pensions in the future. Trustees of SMSF’s will shortly receive a letter from us providing information on what the new rules are. We ask that you take the time to read through these thoroughly as your decisions may have a significant impact on the tax payable by your SMSF future years.

If you have any concerns about how this might affect your super fund, please do not hesitate to contact us.

General Advice

The information provided by Bentleys (Sunshine Coast) Pty Ltd does not constitute financial product advice and is for general information only. It is written without taking into account any individuals personal objectives, situation or needs, and is not intended as professional advice. Any person acting upon such information without receiving specific advice, does so entirely at their own risk. Please contact your Accountant to discuss your personal situation before relying on this information.