Monday 09 November 2020

The Contribution Cap Companion is a comprehensive guide to super contributions.

Advisers need to be familiar with the superannuation and tax rules relating to contributions and caps to ensure clients reap the full benefit from their contribution strategies and do not incur any unnecessary or unexpected tax.

This companion provides a detailed guide to the key issues to be considered when advising clients on super contributions. Useful case studies and references to relevant ATO rulings help highlight key principles and tips to avoid common mistakes.

Download the Contribution Cap Companion

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Any information on this page in relation to mortgages has been prepared by Macquarie Securitisation Limited (MSL) Australian Credit Licence (ACL) 237863 ACN 003 297 336.

Unless stated otherwise, this information has been prepared by Macquarie Bank Limited ABN 46 008 583 542 AFSL and Australian Credit Licence 237502.

This information is provided for the use of licensed and accredited brokers and financial advisers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products.