With the new financial year fast approaching, it’s important to stay on top of the upcoming 1 July 2022 changes to super rules and what they might mean for you. To help you stay informed we’ve unpacked these rules for you.
Advice is only a phone call away
We appreciate that with these rule changes you may be considering making changes to your super.
Prior to making any changes to your super we recommend seeking financial advice. As part of your membership, our Helpline Advice team can provide financial advice about your super fund at no additional cost. You can make an appointment with this team by calling our Helpline on 1800 682 525 between 8am-7pm (AEST/AEDT), Monday-Friday..
* Individuals have 28 days from the day they turn 75 to make non-concessional (and other voluntary contributions), following that we are only able to accept Super Guarantee and Downsizer contributions. In addition to this, to use the ‘bring forward rule’ you must have been under the age of 75 for at least one day in the financial year that you first trigger it.
This page has been prepared on behalf of Mercer Superannuation (Australia) Limited (‘Mercer Super’), ABN 79 004 717 533, Australian Financial Services Licence #235906, the trustee of the Mercer Super Trust ABN 19 905 422 981. Any advice contained is of a general nature only, and does not take into account the personal needs and circumstances of any particular individual. Prior to acting on any information, you need to take into account your own financial circumstances. Please consider the Product Disclosure Statement, Product Guide, Insurance Guide, and Financial Services Guide before making a decision about the product, or seek professional advice from a licensed, or appropriately authorised financial adviser if you are unsure of what action to take. 'MERCER' is a registered trademark of Mercer (Australia) Pty Ltd ABN 32 005 315 917. Copyright 2022 Mercer LLC. All rights reserved.