What to ask my advisor before 30 June 2017
Changes to superannuation and tax law effective from 1 July 2017 represent the most significant changes for you and your SMSF in many years.
As you prepare for these changes, it is important to seek professional assistance to guide your activities to maximise transition into the new regime and ensure you are meeting all your obligations going forward.
Keeping these rule changes in perspective, while difficult, is also important. Many of the rules you have become accustomed to applying to your everyday decisions are not changing. Understanding what is and is not changing is an important part of the process of transitioning into the new regime.
Read through the below document and ensure you are prepared for the latest changes, coming into effect on July 1.
If there are any points you are unsure about, contact your trusted SMSF professional to discuss your specific circumstances in more detail, or alternatively, use the Find a Specialist directory here.