The concessional tax rate for superannuation balances exceeding $3 million will be doubled from July 2025. This change, according to three industry professionals, throws up some estate planning complexities that create potential opportunities for advice.
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We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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