Review your plan to maximise your opportunities (please like and share) On 1 July 2014, the cap on concessionally taxed super contributions will increase from $25,000 to $35,000 if you are aged 49 or older at that time. Also, the Government has proposed deferring the increase in the Super Guarantee (SG) contribution rate from 9.25% to 9.5% until 1 July 2016. As legislation and rules continue to change, it’s important that your pre retirement or current retirement strategy is reviewed to make the most of your opportunities and ensure your asset allocation is appropriate for you. Did you know that approximately 80% of financial planning firms in Australia are part of or owned by a bank or insurance company? My financial planning practice IS NOT owned by a bank or insurance company. Mayfield Wealth Strategies has access to a massive range of financial planning products that are tailored to suit each client - as one product does not suit all clients. I focus on ethical and cost effective financial planning solutions for every client. If you have managed investment funds, superannuation funds, superannuation retirement pensions or personal insurance policies and are interested in a discussion on how much you are paying in fees please call to arrange a face to face consultation. 0400 265798
Posted on: Tue, 13 May 2014 03:47:56 +0000
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