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Budgetary Changes
| REQUIREMENTS: The following videos are provided in Windows Media format, A reasonable connection (of at least 56k) and the Windows Media Player ( available as a free download from this link ) is required. |
| Changes to contribution rules
Chifley Financial Services financial planner Pam Ingleton provides an overview of key changes to superannuation contribution rules under the government's Simplifying Super changes. She explains the differential tax treatment between concessional and non-concessional contributions, and highlights some thresholds you may seek to avoid.
• Open WindowsMediaPlayer
High Quality (300kbps, 9.1mb)
Low Quality (75kbps, 2.3mb)
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CentreLink Age Pension
Chifley Financial Services financial planner Lisa Judge explains how recent rule changes will affect many people's eligibility for the CentreLink Age Pension. She outlines changes to the assets test, and the new taper rate at which pensions will be reduced.
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High Quality (300kbps, 5.8mb)
Low Quality (75kbps, 1.4mb)
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Insurance
Pam Ingleton, a Chifley Financial Services financial planner, explains some of the potential benefits of insuring through you superannuation. She describes how super funds often buy insurance at wholesale rates, and as a member you may be able to benefit.
• Open WindowsMediaPlayer
High Quality (300kbps, 7.2mb)
Low Quality (75kbps, 1.9mb)
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ETPs
Adam Nash, a Chifley Financial Services financial planner, provides an overview of the new laws for paying eligible termination payments (ETPs) into your superannuation. He also outlines some of the transitional measures, and the eligibility criteria for them.
• Open WindowsMediaPlayer
High Quality (300kbps, 5.6mb)
Low Quality (75kbps, 1.5mb)
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Pensions
Ian Hamilton, a financial planner with Chifley Financial Services, explains how changes to superannuation laws will affect pensions. He outlines the tax treatments to pensions and explains that many people will be able to collect their super tax-free.
• Open WindowsMediaPlayer
High Quality (300kbps, 6.2mb)
Low Quality (75kbps, 1.6mb)
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Transition to retirement
Chifley Financial Services financial planner Ian Hamilton provides an overview of how some of the government's Simplifying Super changes may affect your transition to retirement. He outlines how you may be able to start collecting a pension while you are still working.
• Open WindowsMediaPlayer
High Quality (300kbps, 7.5mb)
Low Quality (75kbps, 1.9mb)
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Chifley Financial Services disclaimer
Please note that the information contained in this document is of a general nature only and is not for personal advice and has not taken into account your personal objectives, financial situation or needs. Any advice in this document is provided by Chifley Financial Services Limited (ABN 75 053 704 706), as an Australian Financial Services Licensee (AFSL 231148). Chifley Financial Services Limited is an APRA Registrable Superannuation Entity Licensee (RSEL: L0001120) and the trustee of FuturePlus Super (ABN 76 829 356 693). FuturePlus Super is a Registered Superannuation Entity (RSE: R1004366). Chifley Financial Services Limited is co-owned by the Local Government Superannuation Scheme, the Energy Industries Superannuation Scheme and Unions NSW. Members should not rely solely on this information and should consider their own personal objectives, financial situation and needs before acting on this information. Prior to making any decision you should obtain and consider the relevant Product Disclosure Statement (PDS) pertaining to your membership.
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