• Home Equity Access Scheme changes passed
  • EOFY – don’t forget
  • Contribution reserving strategy
  • Exempting the sale proceeds of a principal residence from the assets test
  • Budget – cost of living support and minimum pension reduction confirmed
  • 50% reduction to minimum pension payments
  • $420 boost to low and middle income tax offset
  • Cost of living payment approved
  • Claiming a tax deduction for personal super contributions
  • Super Snapshot
  • ATO scrutiny of family trust distributions
  • Super and tax thresholds for 2022/23 released
  • Social Security rates increase

Super budget proposals enter Parliament – While we can’t act on these changes with certainty until they become law, it’s important that we understand the strategic opportunities available to clients as these measures will influence our advice both before and after the proposed start date of 1 July 2022.

  • COVID-19 disaster payment winds down
  • Social Security rates increase from 20 September 2021
  • Back to basics – the proportioning rules
  • Release of super under compassionate grounds
  • Don’t forget the minimum pension standards when commuting an income stream

Articles include:

  • Summary of income protection changes from 1 October 2021
  • ATO form available for recontribution of COVID early release amounts
  • COVID disaster payments and the work test
  • Five client scenarios – a practical look
  • Super Snapshot

Schedule a call back so we can answer your questions

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Location
Level 13, Corporate Centre One
2 Corporate Court
Bundall QLD 4217

Phone:
1300 557 598

Email:
enquiries@lavista.com.au

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