2024 EOFY adviser and client toolkit

Use these resources to help you understand the key advice opportunities and engage with your clients.

Adviser article

This adviser article explains the EOFY advice opportunities to discuss with clients and the resources available to support you.

2024 EOFY strategies and resources (MLC branded)

Adviser checklist

This adviser checklist outlines the key EOFY strategies and advice opportunities to consider in the lead-up to 30 June and beyond.

EOFY – adviser strategy checklist (MLC branded)

Client infographics

These infographics can be shared with clients on social media and digital platforms.

Add to your super and get a tax deduction (white-labelled)
Get more from your salary or bonus (white-labelled)
Convert your savings into super savings (white-labelled)
Get a super top-up from the Government (white-labelled)
Boost your spouse’s super and reduce your tax (white-labelled)

Client 'How to' guides

These guides can help clients access important super information on myGov.

How to track total super balance (white-labelled)
Steps to claiming a tax deduction for a super contribution (white-labelled)
How to monitor carried forward concessional contributions (white-labelled)
Accessing non-concessional contributions information on myGov (white-labelled)
How to monitor the transfer balance account (white-labelled)

Client strategy flyer

This flyer outlines super strategies that may benefit clients this EOFY and help boost their super.

Smart super strategies for this EOFY (MLC branded)
Smart super strategies for this EOFY (white-labelled)

Client concept cards

These concept cards explain a range of EOFY related super strategies.

Make tax-deductible super contributions (MLC branded)
Make tax-deductible super contributions (white-labelled)

Sacrifice pre-tax salary into super (MLC branded)
Sacrifice pre-tax salary into super (white-labelled)

Top up super with ‘catch-up’ contributions (MLC branded)
Top up super with ‘catch-up’ contributions (white-labelled)

Split your super contributions to your spouse (MLC branded)
Split your super contributions to your spouse (white-labelled)

Top-up your super with help from the Government (MLC branded)
Top-up your super with help from the Government (white-labelled)

Boost your spouse’s super and reduce your tax (MLC branded)
Boost your spouse’s super and reduce your tax (MLC branded)

This communication is prepared by Actuate Alliance Services Pty (ABN 40 083 233 925, AFSL 240959), a related entity of MLC Wealth Limited (ABN 97 071 514 264). This is for financial adviser use only – it is not to be distributed to clients. The communication has been prepared to provide financial advisers with technical resources, support and knowledge. The information in this document is current as at the date of publication and reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may subject to change. In some cases, the information has been provided to us by third parties. Whilst care has been taken in preparing this document, no liability is accepted for any errors or omissions in this document, and loss or liability arising from any reliance on this document. Any general tax information provided in this publication is intended as a guide only and is based on our general understanding of taxation laws. It is not intended to be a substitute for specialised taxation advice or an assessment of your liabilities, obligations or claim entitlements that arise, or could arise, under taxation law, and we therefore recommend your client consult with a registered tax agent.