The importance of getting CGT relief right
CGT relief is a method available to self managed super funds to provide temporary relief from certain capital gains that may arise as a result of individuals complying with the transfer balance cap and transition to retirement income stream (TRIS) legislative reforms that commenced as of 1 July 2017.
This document illustrates why getting CGT relief right is so important, using a case study example.
CGT relief is a complex set of provisions and we highly recommend that you gain the advice of an SMSF Specialist to assist you in your understanding and decision making.
To find your nearest SMSF Specialist, use our Find a Specialist function, found here.