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Superannuation Reform possible implications

In this video, we will briefly discuss:
• Superannuation reform also has estate planning implications.
• Clients should review their Death Benefit Nominations.
• Important to review estate planning if moving investments currently held within the superannuation environment
• Clients should seek advice from legal, taxation, compliance and investment perspectives.

Super Reform Legislation

In this video, I will briefly discuss:
• Superannuation reform legislation is the most significant in a decade.
• Requires considered strategy planning for those impacted;
• Client friendly resources are being progressively loaded on the Orion website: www.opwm.com.au;
• Next video newsletter will be with Martin Craig of MJHC Legal discussing estate planning considerations;
• US Federal Reserve has increased interest rates citing confidence and strength in the US economy; and

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