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ZA PSG Wealth Client Declaration Section 14 Transfer Out  Form

ZA PSG Wealth Client Declaration Section 14 Transfer Out Form

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the introduction the transfer balance cap in 2017 has forced many clients to reconsider their superannuation estate planning strategy prior to the changes a common strategy was to leave the surviving spats in the case of a couple everything in terms of the pension and that kept things in the superannuation environment that strategy may no longer work particularly for those fortunate clients have an excess of 1.6 million dollars the current transfer balance cap in superannuation I'll talk through just a couple of common strategies to date although there are any others and any member that private clients team will be pleased to discuss them with you the first is to consider a reversionary pension nomination this is still very useful for clients and heats money potentially in the superannuation environment as an example if a client has 1.6 million dollars in super as each they can still retain assets in the superannuation environment on the death of the first spouse because the su

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