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New super rules still causing issues for defined benefit super members...
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Tuesday, 20 March 2018 |
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5:30pm (6:00pm start) |
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RSM Australia Equinox Building 4 Level 2, 70 Kent Street, Deakin |
We know that some members have recently received warning letters from their super fund, or the ATO, about being impacted by the changes to superannuation rules. These letters have been mainly aimed at those in the public sector defined benefit schemes.
Join the RSM team to hear about the issues you may be facing and how to navigate through them without stress.
CHRIS OATES
Chris is a CERTIFIED FINANCIAL PLANNER® with significant experience providing advice on superannuation, managed investments and retirement income streams. His deep knowledge of Commonwealth defined benefit superannuation schemes has helped enhance the lives of many public sector employees and their families, allowing them to achieve the best possible outcomes and giving them the freedom to enjoy the things they care about most.
REGISTER NOW
AND STRESS LESS ABOUT THE RECENT SUPER CHANGES
Do you know what to do?
We will be discussing:
Exceeding contribution limits and paying more tax
Defined benefits and the total superannuation balance limit
What payments from your employer are counting towards your contribution limits?
Will you go over your limits? Will you pay more tax?
What are your options going forward?
Do you know how your defined benefit account is valued?
What if you are over the limit? Can you still contribute?
Do you have any other super accounts? They count too.
Where to from here?
Join us to find out!
EVENT DETAILS
Tuesday, 20 March 2018
5:30pm for a 6:00pm start
7:00pm close
RSM Australia
Equinox Building 4
Level 2, 70 Kent Street, Deakin
Meet our speakers
LINDSAY WALKER
Lindsay is a CERTIFIED FINANCIAL PLANNER® with over 30 years’ experience providing superannuation and retirement planning advice to Canberra public sector clients. His broad technical knowledge, including defined benefit superannuation, has enabled Lindsay to provide tailored solutions for his many long-term clients. This has enabled them to optimise their scheme benefits leading to a more fulfilling and stress-free retirement.
