In our latest newsletter we consider the news that the Government has announced that they intend to change the tax concessions on certain superannuation accounts if you have a total super balance of more than $3 million.
While it is important to understand that this is just a proposal at this time, in this newsletter we answer some questions as to whether this proposal could apply to you.
At Experien Financial Services we have a bespoke, sophisticated, actuarial modelling tool that helps remove the need for guesswork. We run 1000’s of scenarios, based on a 100 years of past investment data and our economic forecasts, overlaid with longevity scenarios, to determine how much you need to meet your retirement goals, based on your personal circumstances.
Contact us to help you determine and meet your financial goals with confidence.
CLICK HERE TO READ THE NEWSLETTER : Superannuation proposed changes February 2023
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This information is current as at March 2023 and includes contributions from external sources. This article is intended to provide general information only and has been prepared without taking into account any particular person’s objectives, financial situation or needs (‘circumstances’). Before acting on such information, you should consider its appropriateness, taking into account your circumstances and obtain your own independent financial, legal or tax advice. You should read the relevant Product Disclosure Statement (PDS) before making any decision about a product.
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