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Suspension of hardcopy delivery

Due to Melbourne being in lock down, we have suspended all deliveries of hardcopy documents from 5 August 2020. We will continue to supply documents in PDF via email. We intend to resume hard copy printing ASAP once the lock down restrictions ease (ETA mid-September).

The new transitional non-concessional contribution rules

I have put together this flowchart explaining the new non-concessional contribution (‘NCC’) rules, in particular how clients will transition to the new rules come 1 July 2017.

I suspect all advisers will have clients for whom this information is relevant and many client might want to make large NCCs before 1 July 2017. We will hold a webinar on Friday explaining how to conveyance this information — and much more — to clients given the new AFSL regime. To register to either what the webinar live or a recorded version visit


2016 09 21 flowchart re transitional rules

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This article is for general information only and should not be relied upon without first seeking advice from an appropriately qualified professional.

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