Archive for February, 2017

oran park, parramatta, financial planning, financial advice, macarthur, narellan, superannuation, pension

Time to prepare for super changes. July is just around the corner.

Investors have a brief window of opportunity to make the most of the current superannuation rules before new contribution limits and tax rates come into force on July 1 this year. There has been a recent influx on enquiries at our office in Oran Park in regards to the upcoming changes and I thought I would share some of the new legislation for those wanting to potentially seek advice or discuss this in more detail.

The reform package announced in the 2016 Federal Budget and passed by parliament last year is the biggest shake-up of super in a decade. The changes summarised below are likely to affect most people to some degree, and wealthier Australians more than most. But there is still time to benefit from the current rules and ensure your investments are adequately structured.

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Level 2
351 Oran Park Drive
Oran Park N.S.W 2570

  • Ronald has always gone above and beyond for getting the best for my husband and I. He is always very punctual and helpful in giving advice. Ronald makes us feel comfortable and that no question is a silly one. I would 100% recommend him to anyone.

    Matthew (32) & Yasna Dench (31)
    Regional Sales Manager | Special Education Teacher

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    Deputy Harbour Master

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    Retired

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    Warehouse Supervisor

  • Ronald at RP Wealth Management offers an invaluable service to my Estate planning clients by providing professional advice about protecting their family and their wealth with different insurance products in the event of a tragedy. Ronald is incredibly knowledgeable and always provides exceptional customer service to his clients.

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    Solicitor

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