Jan 30, 2020 | Superannuation advice

SMSF Insights for 2020

“From 1st July, people aged 65 & 66 will now be able to make contributions to super without the need to meet the work test,” says Olivia Long, Head of SMSF. Listen to Olivia discuss important SMSF & Superannuation information when preparing for 2020.

Watch video:

Topics covered:

  • Preparation for 2020 (0:48)
  • Greatest opportunities for clients (2:30)
  • Must do’s for clients (4:18)
  • Risks and how to mitigate them (5:52)
  • Emerging trends (7:00)
  • Investment property (7:44)
  • Key takeaways (9:26)

The information in this video contains general advice and is provided by Primestock Securities Ltd AFSL 239180. That advice has been prepared without taking your personal objectives, financial situation or needs into account. Before acting on this general advice, you should consider the appropriateness of it having regard to your personal objectives, financial situation and needs. You should obtain and read the Product Disclosure Statement (PDS) before making any decision to acquire any financial product referred to in this article. Please refer to the FSG for contact information and information about remuneration and associations with product issuers. This information should not be relied upon as a substitute for professional advice, and we encourage you to seek specific advice from your professional adviser before making a decision on the matters discussed in this article. Information in this article is current at the date of this article, and we have no obligation to update or revise it as a result of any change in events, circumstances or conditions upon which it is based.


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