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Dissecting changes in the contributions landscape
Recent changes to contribution caps, coupled with the inclusion of new caps, are set to see many advisers re-evaluating their strategies this financial year.
In this week’s episode of the SMSF Adviser Show, Australian Executor Trustees senior technical services manager Julie Steed gives hosts Aaron Dunn and Emma Ryan a comprehensive breakdown of the current contributions landscape.
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Julie discusses the common traps advisers are falling into, how to navigate conversations with clients, and what else to expect from this space in the lead-up to the next election.
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