67. Concessional Caps Checklist
For Australian Superannuation Requirements.
Avoid unnecessary Australia Tax Office penalties for your clients.
Whether you are a life risk specialist or wholistic adviser, it is critical for you to be proactive and protect your clients using this essential annual checklist (updated for F/Y 2021/22).
This essential fact-finding and annual review checklist will assist you to determine how much your client/s can contribute as salary sacrifice or as personal deductible contributions to avoid an excess concessional contribution for the 2021/22 financial year.
Your clients may be left exposed to potential ATO penalties. Are you fully up-to-date and clear on the guidelines for the 2021/22 year? Your clients will expect you to be on top of this!
This checklist SHOULD form part of your standard advice procedures.
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