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Significant Tax Savings From 1 July 2019 Using The Carry Forward Concessional Contribution Caps

15th November 2019



Background:

- From 1 July 2019, if you have a total superannuation balance of less than $500,000 on 30 June of the previous financial year, you may be entitled to contribute more than the concessional contribution cap and make additional concessional contributions for any unused amounts from previous years going back to 2018-19....

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“Robert Pertich has been a trusted advisor to me and my business for over 15 years. His continued persistence in achieving the best outcome for us, be it from a tax or business perspective, has been nothing short of outstanding. I have recommended Systema Group to all of my business associates as well as close family members and will continue to do so.”

Dean Marchiandi, Exhaust Control Industries

“I moved to Systema Group when Robert started the practise, his dedicated staff have looked after our business and personal finances with the highest level of efficiency and care. As our business grew, even with the complexity they were still able to provide an extremely personalised service.”

John Goodrich, Machinery Assets

“As our company grew, we took our business to one of the big four, but were quick to bring it back to Systema because of the level of personalised service, including the way Raj has been able to assist us at critical times along with Robert’s support has been invaluable.”

Paul Howard, APM Group

"Sorting my finances has been a complicated process, Raj has gone above and beyond to guide me through and now I know I look forward to a financially secure future.”

Kerrie Haire