Tag: Caps

Make the most of the current super caps

Make the most of the current super caps Consider John and Jane’s story before new rules limit your super contributions and pension transfer options. John’s aged 65 and Jane is 60—they’re both about to retire. John has super assets totalling $2 million and Jane’s super balance is $300,000. Because neither has made a non-concessional contribution (NCC) recently, the three-year bring-forward rule hasn’t yet been triggered. That means John and Jane have a chance to take …

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Superannuation explained simply with ATO video’s

  Neither FinancialPartners (Tas) Pty Ltd nor AMP Financial Planning Pty Ltd is endorsing these videos, they are provided for easy access to the latest Financial Information. See Disclaimer below for full details     Please note there should be some caution in rolling over funds. There needs to be consideration of fees, Insurance and other features of the plans. We would suggest that you seek advice is this area.