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Personal Wealth Winter 2016

What’s inside…
/ 2016 -17 Federal Budget report highlights. On Tuesday 3 May the Treasurer, Scott Morrison, released the Government's 2016/17 Budget / Investment Markets. Brexit RattlesMarkets / Recent History / Economy / Markets and Outlook / In The Community / Lifespan Advisers pitch in to lend a hand

2016-17 FEDERAL BUDGET REPORT HIGHLIGHTS

WHAT IT MEANS FOR YOU On Tuesday 3 May the Treasurer, Scott Morrison, released the Government's 2016/17 Budget .

The budget contained a number of important changes to the superannuation system, including retirement income streams and tax changes.

Note: These measures are proposals only and will need passage of legislation to become law. The key superannuation changes announced include:

• Reducing the concessional contributions cap;

• New lifetime non-concessional contributions cap;

• $1.6 million cap on the amount that can be transferred into a taxfree retirement income stream;

• Increasing flexibility for contributions made after age 65;

• Change to the taxation of transition to retirement income streams.

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Personal Wealth Spring 2016
Personal Wealth Autumn 2016