67. Concessional Caps Calculator
For Australian Superannuation Requirements.
Avoid unnecessary ATO 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 calculator (updated for F/Y 2019/20).
This essential fact-finding and annual review calculator 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 2019/20 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 2019/20 year? Your clients will expect you to be on top of this!
This calculator SHOULD form part of your standard advice procedures.
*This item is also available in The Risk Store (paid member access only)
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