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MLC
MLC TechMatters
2023 Federal Budget Analysis | Key insights for you and your clients

EOFY adviser resources

Advice strategies and checklist

Use these resources to identify ways to help clients make the most of EOFY advice opportunities.

Advice strategies article
Advice strategies checklist


 
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EOFY client tools

White-labelled versions of the following client tools can be accesed in the MLC secure site.

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Client 'How to' guides

Explain how to access important super information on myGov.

Track total super balance
Claim super deduction
Monitor carried-forward CCs
Access NCC information
Monitor transfer balance account

Client super strategy flyer

Outlines five smart strategies for boosting super in 2024/25.

Smart super strategies flyer


 
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Client infographics

Illustrates super strategies for sharing with clients on social media and digital platforms.

Add to super and get a deduction
Get more from salary or bonus
Convert savings into super savings
Get super top-up from Government
Boost spouse’s super

Client concept cards

Explains a range of strategies that may help to grow super and save tax.

Make deductible contributions
Sacrifice pre-tax salary into super
Top up super with ‘catch-ups’
Split super to your spouse 
Top-up with co-contributions
Boost spouse’s super


 
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Need help?

Contact the MLC TechConnect Team via email.

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For financial adviser use only – it is not to be distributed to clients. The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subject to change. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Examples are illustrative only and are subject to the assumptions and qualifications disclosed. Whilst care has been taken in preparing the content, no liability is accepted for any errors or omissions in this communication, and/or losses or liabilities arising from any reliance on this communication.

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