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 http://www.dbanetwork.com.au/dbalawyers/seminars3/6106/Special-SMSF-Training.html
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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.