Investment Market Update Seminar
2018 has seen continued volatility in investment markets, as well as a number of international events that provide opportunites for growth amongst investment assets.
To ensure you are kept up to date with possible implications to your own portfolios, we would like to invite you and your partner to attend our upcoming seminar on Thursday 6th September 2018
Steve Williams from RARE will be our guest speaker and will be providing a market and economic update. He will also provide details of how RARE invest in high quality infrastructure assets as part of a diversified portfolio
Dean will also be providing an update on recent legislative changes and other important matters that we would like our clients to be aware of.
Along with Dean, our team of financial planners will be avaliable to discuss your needs and answer any questions relating to investments, superannuation or retirement.
You are also welcome to bring along a friend or work colleague that could benefit from the information provided.
Thursday 6th September 2018
Venue: The Sandhurst Club
75 Clubhouse Lane
SANDHURST VIC 3977
Time : 5.45pm arrival for canapes and refreshments
Seminar to commence at 6.30pm and conclude at 7.30pm
RSVP: RSVP by Tuesday 28th August. Register online or by contacting our office on:
Phone: 03 9770 6499
Register To Secure Your Place
Diversified's Free Downloads
The Government will introduce a $1.6 million cap on the total amount of superannuation savings that can be transferred from a concessionally-taxed 'accumulation account' to a tax free 'retirement account'.
Annual non-concessional contributions cap
From 1 July 2017, the Government will lower the annual non-concessional (post-tax) contributions cap to $100,000 and will introduce a new constraint such that individuals with a balance of $1.6 million or more will no longer be eligible to make non-concessional contributions.
Allowing catch-up concessional contributions
The Government will allow individuals with a total superannuation balance of less than $500,000 just before the beginning of a financial year to make ‘catch-up’ superannuation contributions.
Improve integrity of transition to retirement income streams
The Government will remove the tax exempt status of income from assets supporting transition to retirement income streams. Individuals will also no longer be allowed to treat certain superannuation income stream payments as lump sums for tax minimisation purposes.
A superannuation system that is sustainable, flexible and has integrity
Legislation to implement the Government’s superannuation reforms passed the Parliament on 23 November 2016. The superannuation reform package was announced in the 2016-17 Budget and amended following consultation. The changes improve the fairness, sustainability, flexibility and integrity of the superannuation system.
Want To Know More?
We know that you want to get the most out of your life and your finances. That's why we offer a range of seminars throughout the year to assist our clients achieve their financial goals and get the most out of their wealth.
Our seminars focus on a range of important topics from wealth creation to superannuation, as well as helping you understand legislative changes which affect your finances or retirement.
If you would like any further information on our upcoming seminars or your financial future, contact us on 03 9770 6499.