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.

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
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
Individuals aged between 65 and 74 who have recently retired, may be eligible to make additional voluntary contributions to their super. Learn about eligibility and requirements at BT Academy.
Technical resource

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