Helping clients understand super contribution strategies

Many clients are planning their super based on a life expectancy of 70-80 years however they could live a great deal longer. And they are not taking advantage of the benefits and tax breaks offered by voluntary super contributions.

Download "Your plain English guide to super contributions" to use with your clients.

Next: Effective super strategies for tax time

This information is current as at 12/09/2016.

This document provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such. This information does not constitute financial advice. It has been prepared without taking account of your client’s objectives, financial situation or needs. Because of this, before acting on this information, you should consider its appropriateness having regard to your client’s objectives, financial situation and needs. Information in this blog that has been provided by third parties has not been independently verified and BT is not in any way responsible for such information.

© BT - Part of Westpac Banking Corporation.