67. Fact-Finding Concessional Caps Checklist
For Australian Superannuation Requirements.
This essential Risk Store fact-finding 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 2018/19 financial year. As legislators’ love tinkering with superannuation, continually, we will maintain this document and keep updating it each year for you.
This checklist SHOULD form part of your standard advice procedures. Your client/s may be left exposed to potential ATO penalties if you do not.