As the end of the financial year draws near, advisers are scrambling to lodge superannuation contributions before the super funds shut their gates. Clients are also concerned about the Division 296 tax and are discussing how to avoid it by transferring funds to other accounts or trusts to decrease their balance to under $3 million.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
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.
On Practice