What’s a ‘Transfer Balance Cap’ and how does it affect me?
How much do I have in super and where is it held?
I am currently receiving an income stream from both my self-managed super fund (SMSF) and legalsuper. Is there anything else I need to consider?
I have a self-managed super fund (SMSF) as well as my legalsuper account. Do I use one for my income stream and one for my accumulation account?
Can I still keep my money in legalsuper?
I am currently in receipt of a Transition to Retirement Pension (TTR) – what’s happening? Do I need to take any action before 30 June 2017?
TTR’s do not count towards the $1.6 million transfer balance cap. However, this can change once you have satisfied a full condition of release (retirement or reaching age 65) therefore seeking guidance in these circumstances is advisable.
I'm receiving an income stream from both legalsuper and my SMSF. Am I eligible for any CGT relief in my SMSF?
How do these new measures affect my estate planning?
Should I make non-concessional contributions to superannuation this financial year?
Do I need to worry about Concessional Contributions?
What action do I need to take before 30 June 2017?
We are here to help
Contact your local legalsuper Client Service Manager to discuss how the changes may affect you.