[Super] Strategy Text Pack

Sale price $83.00 Regular price $99.00

Product Description

Comprehensive Super Strategy Text Pack

Contains strategy text for giving the following advice:

  • Non-concessional contributions
  • Non-concessional contributions (Government Co-contribution)
  • Non-concessional contributions (In-specie transfer)
  • Contribution from Business Sale
  • Contribution Splitting
  • Establish Corporate Super Fund
  • Corporate Super Rollover
  • Death Benefit Lump Sum
  • Departing Australia
  • Early Release of Benefits
  • Defined Benefit vs Accumulation
  • Personal Concessional Contribution
  • Re-contribution
  • Retail to Wholesale Switch
  • Super Rollover
  • Super Consolidation
  • Salary Sacrifice
  • Salary Sacrifice Review
  • Self Employed Contributions
  • Spouse Contributions
  • Super withdrawal
  • UK Pension Transfer - QROPS

Strategy text files also include key benefits of advice, key risks and disadvantages, how the advice meets your client's objectives as well as links to additional information on superannuation.