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Resources

Federal Budget 2016: Superannuation Fact Sheets

The recent Federal Budget proposed a considerable number of significant changes, to legislation likely to impact many Australians. The nature and extent of the measures that have been announced have led to many questions.

In response to this, Treasury have published a series of Fact Sheets that attempt to concisely explain the measures and add some further detail to the budget night announcements. We have included them here for your convenience.

Please see the links below to access these Fact Sheets:

  1. A superannuation system that is sustainable, flexible and has integrity
  2. Introducing a $1.6 million transfer balance cap
  3. Reforming the taxation of concessional contributions
  4. Annual non-concessional contributions cap
  5. Changes to defined benefit schemes
  6. Supporting Australians to save for their retirement by introducing the Low Income Superannuation Tax Offset
  7. Improving access to concessional contributions
  8. Allowing catch-up concessional contributions
  9. Extending the spouse tax offset
  10. Enhancing choice in retirement income products
  11. Improve integrity of transition to retirement income streams
  12. Improving governance and transparency
  13. Impacts on key groups
  14. More flexibility and choice for older Australians

Investment Administration Service – Client Login

Many of our clients use an administration service to maintain all the relevant current and historical information around their investments. In most cases it is possible to login and access your own information directly and many clients choose to do this.

We have provided the links below to the most popular services:

Australian Executor Trustees

AET My Portfolio (Private Superannuation Fund)
https://www.aetmyportfolio.com.au/

Australian Super

Australian Super – Member Login
https://www.australiansuper.com/login

Macquarie Bank

Personal – My Home (Macquarie Cash Management A/c, Macquarie Wrap)
http://www.macquarie.com.au/mgl/au/personal/myhome

MLC

MLC Personal Login (MasterKey & MLC Wrap)
https://id.mlc.com.au/auth/applicationLogin


myGov

The Australian Government has updated its online myGov portal to include a range of new services. The following member services are currently available:

  • Medicare
  • Centrelink
  • Child Support
  • ATO (Australian Taxation Office)
  • National Disability Insurance Scheme
  • My Health Record
  • DVA (Dept of Veterans’ Affairs)
  • My Aged Care
  • Australian JobSearch

myGov Australian Government – online services.
https://my.gov.au/LoginServices/main/login


Useful Links

For Understanding Series factsheets, calculators and links to other external services, click here.

Contact Our Office

Level 8, BDO Centre
420 King William Street
ADELAIDE SA 5000

(08) 8456 9020


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About Us

Financial advice specialists Success brings new opportunities, but it also creates new challenges. As your financial situation becomes more complex, you need sophisticated strategies to make the most … Read More

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First Principles Financial Planning are authorised Representatives of Godfrey Pembroke Group Pty Ltd (Godfrey Pembroke), ABN 38 078 629 973, Australian Financial Services Licensee 245451, is a wholly owned subsidiary of IOOF Holdings Limited ABN 49 100 103 722 (“IOOF”) and is part of the IOOF group of companies (“IOOF Group”).

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