Newsletter for the Rotary Club of Geraldton Greenough - Issue No.: 524 Issue Date: 20 May, 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)

 

SUPER REFORM IMPACT AND CONSIDERATIONS

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

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You can view the presentation here:-   Super Reform

 

Author: Hugh Lavery

Published: 2 March, 2018

 


Meeting Rosters
Date
Setup & Door
Setup & Door
Guest Speaker Host
Invocation & Toast
Raffle & Rotary Cor
Guest Speaker Thanks
Fines Master
Student
22 May, 19
Raj Mavath
Tom Maina
Kevin Watson
Kim Stokes
Clark Scarff
Ray Haynes
Hugh Lavery
Jim Dillon
29 May, 19
Michelle Mitchell
Kevin Watson
Lew Hills
Douglas Bruce
Kim Stokes
Paul Pirrottina
Laurie Dines
Phil Martin
05 Jun, 19
Peter Sukiennik
Kerryn Horo
Bruce Ralph
John Gooch
Geoff Wood
Geoff Watson
Phil Martin
Kim Stokes
12 Jun, 19
Ian Taylor
Steve Muir
Raj Mavath
Viki Fennell
Hugh Lavery
Robert Houwen
Jim Dillon
Geoff Watson
Upcoming Events
Organiser
Event Name
 
Venue
Date
Time
Reg. By
Our Club
Batavia Hall, Geraldton Grammar School
Wed, 22 May, 19
9:00am
22 May, 19
Our Club
Batavia Hall, Geraldton Grammar School
Thu, 23 May, 19
9:00am
22 May, 19
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