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Class Benchmark Report - Super reform: the great pension squeez

Class Benchmark Report - Super reform: the great pension squeez

Promoted by Class Limited

Class has released the SMSF Benchmark Report for the June 2018 quarter.

Sponsored Features Class Limited 10 August 2018
— 1 minute read

The latest report has exposed the real impact of Super Reforms on pension assets, with the dual forces of TRIS change and introduction of the $1.6m transfer balance cap forcing assets to move into accumulation and mixed phases.

At June 2018, asset value in accumulation phase was $422bn, a 90% increase from March 2017. The hard hitting impact of this change is that almost 25% of SMSF tax free assets have lost that status.

For more, download the latest Class Benchmark Report.

 

Class Benchmark Report - Super reform: the great pension squeez
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