Super strategies

Strategies involving super can be of interest to clients nearing the point of retirement; clients of all ages who have been made redundant; or clients who are interested in increasing their tax efficiencies. The strategies will refer you to the relevant products and services required.

Transitioning to Retirement

For clients nearing the point of retirement, a Transition to Retirement (TTR) strategy can help enlighten clients on the possible benefits and resources available to them. This strategy examines two possible approaches and includes a case study to help illustrate the process.

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Making additional super contributions

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.1

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