Information for advice professionals only.
Claiming a deduction for a personal super contribution can not only reduce your client’s tax but also boost their retirement savings. While the outcome can make sense, there is a degree of planning that must take place to successfully navigate the cash-flow, contribution and then claiming of the deduction to complete the strategy. A great retirement planning boost can be achieved for the wealth accumulator right through to the pre-retiree, or recently retired client. With the opportunity continuing for those who continue to work into their 60’s and 70’s, are you sure you are across the steps to make this a successful strategy for your clients? In this session we will focus on the various aspects to successfully reduce tax (and boost retirement savings), while flagging the crucial actions and timeframes to complete this strategy.
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