Managing clients’ total super balance (TSB) effectively is right at the top of the list, with Shorte explaining the importance of having accurate information and why it’s not always a good idea to maximise unused contribution caps if there are any uncertainties around the exact figures.
Listen as they discuss:
- How to access accurate superannuation data through the ATO.
- How to ensure that 2024 financials are reported promptly.
- Contribution strategies for different age cohorts and how they can benefit future planning.
- The increasing problem of debt for those approaching 60.
- Extension of tax planning to age 75.
