Our good friends at MLC have provided a plethora of useful End of Financial Year (EOFY) resources to help educate and arm you with all of the important ‘in the know’ things that can help you leading up to 30 June.
This blog post will provide you with:
- How to Guides – on accessing important super information on myGov
- Smart Super strategies – helping you boost your super
- Client Concept Cards – helping to explain a range of EOFY related super strategies
Whilst these resources are extremely helpful, we remind you that it does not replace the need for specialised Financial Advice. As always, be sure to chat with your Financial Adviser, or get in contact with our team to make sure the documents below are suitable for your financial situation.
“How to” guides
Simply click the below ‘how to” guides to access important EOFY related super information on myGov.
- How to track total super balance
- Steps to claiming a tax deduction for a super contribution
- How to monitor carried forward concessional contributions
- Accessing non-concessional contributions information on myGov
- How to monitor the transfer balance account
Smart Super Strategies
This flyer outlines ways clients can boost their super this EOFY.
Client Concept Cards
These client concept cards explain a range of key EOFY related super strategies. Simply click below to access:
- Make tax-deductible super contributions
- Sacrifice pre-tax salary into super
- Top up super with ‘catch-up’ contributions
- Split your super contributions to your spouse
- Top-up your super with help from the Government
- Boost your spouse’s super and reduce your tax
