End of the 2016/17 financial year planning | May 2017

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End of the 2016/17 financial year planning

May 2017

The end of the financial year always seems to crop up faster than it should.  Given the impending July 2017 superannuation changes, being on top of your end of financial year planning is as important as it has ever been.

This year it is essential that you consider maximising the existing contribution limits for superannuation before they decrease on 1 July 2017.  While maximising contributions should be front of mind it is imperative you don’t forget your other obligations as trustee of your SMSF and ensure that your SMSF stays on track!

Read through the below document and ensure you are prepared for the latest superannuation legislation 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.

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