Laws may trigger advice need for new group

Article by Darin Tyson-Chan featured in selfmanagedsuper.

The new transfer balance cap of $1.6m will have many impacts from an estate planning perspective.  It is important to understand the limitations around a surviving partner's pension account and what will happen to the balance over the $1.6m from a superannuation death benefit.

Key takeaways from the article:

  • Elderly clients may need special attention if it is likely that their super balance will exceed more than $1.6m.
Tracey Besters

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