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    Information to help you prepare EOFY

    Technical resource

    Access useful guides and strategies to help you and your clients prepare for year end.

    Read articles from our BT Technical team as you plan for EOFY 2020 along with information you can share with your clients to help familiarise themselves with superannuation, contributions and related EOFY tips.

    Adviser flyers

    Client flyers

    article on work test exemption

    Temporary early access to super due to COVID-19

    As a result of COVID-19, eligible people may be able to access super early. Here is a look at who and where it may help and things to consider.
    Technical resource
    article on super income stream

    Super boost for older clients given green light

    A Regulation has now been registered to increase the age when the work test will apply to 67 and also the upper age limit for spouse contributions to 75.
    Technical resource
    article on calculating rate of pension

    Work test exemption for recent retirees aged 67 to 74

    Individuals aged between 67 and 74 who have recently retired, may be eligible to make additional voluntary contributions to super where they meet certain eligibility criteria around their previous year of work and their total super balance.
    Technical resource

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