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Notes Online Home 2025 Super Schools Day 2 Preparing and planning for the proposed NEW $3 million super cap
In this chapter we look at preparing and planning for the propised NEW $3million super cap more specifically:
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Background to the $3 million super cap
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Recent guidance highlights major compliance risks with SMSFs and property
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Superannuation withdrawal strategy to sidestep the $3m super cap
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Dangers with removing assets from an SMSF to avoid the $3m super cap
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Valuable benefits associated with spouse equalisation strategies
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Alternative retirement structures for clients approaching the $3m super cap
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Summary table of key issues to consider when preparing clients for the $3 million super cap