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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.
