Newsletter for the Rotary Club of Geraldton Greenough - Issue No.: 538 Issue Date: 26 Aug, 2019

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Guest Speaker , Cheryl Storrs with her host, Kevin Watson

Cheryl Storrs from Financial Wisdom gave an excellent presentation covering the following areas.

Kev Watson introduce Cheryl Storrs from Financial Wisdom for Part 2 of the new Superannuation rules. (Cheryl spoke to us late last year)



Annual Non-Concessional contribution cap

Government co-contribution

Concessional Contribution Caps

Deductibility of personal contributions

Paying close attention

CHeryl presenting

Spouse contribution offset extended

Transfer Balance Cap of $1.6m (2017-2018)

Transition to retirement income stream changes

First Home Super Savings Scheme

Downsizer super contributions

ATO position on SMSF event-based reporting


You can view the presentation here:-   Super Reform


Author: Hugh Lavery

Published: 2 March, 2018


Meeting Rosters
Setup & Door
Setup & Door
Guest Speaker Host
Invocation & Toast
Raffle & Rotary Cor
Guest Speaker Thanks
Fines Master
28 Aug, 19
Tom Maina
Douglas Bruce
Kevin Watson
Grant Woodhams
Graeme Bylund
Lew Hills
Steve Muir
Clark Scarff
04 Sep, 19
Kerryn Horo
Tony Emmott
Robert Houwen
Phil Martin
Bruce Ralph
Laurie Dines
Peter Sukiennik
Kevin Watson
11 Sep, 19
Hugh Lavery
Peter Svensson
Douglas Bruce
Geoff Watson
Jason McCarthy
Jim Dillon
Kim Stokes
Robert Houwen
18 Sep, 19
Bill Frazer
Raj Mavath
Viki Fennell
Dan Crisp
Phil Martin
Graeme Bylund
Michelle Mitchell
Hugh Lavery
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