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  1. Super Changes 2017

Grow your clients' wealth with investment bonds.

Changes to super came into effect on 1 July:

  • $1.6m cap on superannuation funds transferred to tax free pension account
  • $25,000 annual concessional contribution cap for all members
  • $100,000 annual non-concessional contribution cap
  • Super contributions tax increased to 30% for income earners > $250,000 p.a.
  • Removal of anti-detriment provisions
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Helpful Information

Superannuation Death Benefits Presentation

Superannuation Death Benefits Presentation

Take a look at how investment bonds can maximise wealth transfer and protect from the risk of Estate challenges.
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Super caps

Infographic

Super caps and lifetime limits? Consider an investment bond to complement your clients' Super.
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Top Five Tips

Top Five Tips

Greg’s handy tips for investment bonds.
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Lifeplan Investment Bond

Lifeplan Investment Bond

A simple, tax effective investment bond, designed to fulfill wealth accumulation goals, estate planning, regular income or child advancement.
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Lifeplan Education Bond

Lifeplan Education Bond

A specially designed savings and investment product which gives investors more choice and flexibility to fund the education expenses of a child or student of any age.
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Funeral Plan Bond

Funeral Plan Bond

A simple, safe and effective way to put money aside or accumulate funds to help meet the cost of funeral expenses.
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Important Information

The Lifeplan Investment Bond is issued by Lifeplan Australia Friendly Society Limited (Lifeplan), ABN 78 087 649 492, AFS Licence No. 237989. The information contained in this advertisement is general information only and does not take into account the objectives, financial situation or needs of any particular investor. In deciding whether to acquire, hold or dispose of the product you should obtain a copy of the Product Disclosure Statement (PDS) and consider whether the product is appropriate. A copy of the PDS is available at australianunity.com.au/wealth or by calling our Adviser Services Team on 1300 133 285. Lifeplan does not provide tax or legal advice. The application of tax laws depends on the investors circumstances. Prior to investing in any financial product, an investor should seek professional tax and legal advice. © 2016 Lifeplan is part of the Australian Unity Group, all rights reserved. Not to be reproduced without permission.

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