Join Us for Our Special Boardroom Briefing for SMSF Investors on Wednesday, 3rd August, 2016

The May 2016 Federal Budget announced significant changes to the rules governing super contributions and the taxation of pensions. It is now harder than ever to build up the level of assets you hold in super.

Big changes apply to Transition to Retirement (TTR) pensions, and re-contribution strategies require serious re-evaluation.

Lifetime caps on pensions serve to increase the amount of tax that some retirees will pay, and will have consequences for SMSF investment strategies.

So, how can you get money into super and how can you play to win for your SMSF? Join us for our next 2016 Hayes Knight SMSF Investment Briefing on 3 August.

At these intimate briefings we’ll discuss how much you can contribute to super, how you can contribute, and the impact of the limits that are likely to apply to drawing a tax-free income stream.

What we’ll cover

1. How much are you able to contribute to super without facing a tax penalty?
2. How you can contribute assets and not just cash.
3. Are TTR pensions still worth it, or is this game over for “withdrawal and re-contribution” strategies?
4. How lifetime pension caps impact your investment strategy.
5. Plenty of time for questions and discussion.

Where

Hayes Knight Boardroom
Level 2, 115 Pitt Street, Sydney

When

Wednesday, 3rd August 2016

12.30pm Lunch
for 1pm to 2pm briefing

or

5.30pm Drinks
for 6pm to 7pm briefing

Register

As numbers are limited, please ensure that you let us know you’re coming as soon as possible. Registration closes on Friday 29 July 2016 .

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Contact

Matt Pack, Head of Financial Planning
02 9221 6666
matt.pack@hayesknight.com.au