Superannuation Insights with Peter Speechley

Date: 17th July 2024
Time: 7:30am - 9:00am
Location: HLB Mann Judd Perth
RSVP Date: 12th July 2024
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As usual, the new financial year brings various changes to superannuation. In this insightful session, Peter Speechley will provide a timely update on the impact that inflation has had on the increases to the concessional and non-concessional contribution caps. With the increase in the compulsory employer superannuation guarantee contribution, this session will help you plan effectively for the 2025 financial year.

Peter will also discuss the effect of increased contribution caps on the transfer balance cap, influencing the timing of income stream commencement from superannuation. Additionally, he will delve into the proposed Div296 tax, which may tax unrealised capital growth over $3 million in your superannuation balance.

Peter will clarify common misconceptions and explore strategies to minimize this tax. Through case studies and scenarios, he will address issues like owning illiquid property in your SMSF and guide you in planning for these changes effectively.