2023 EOFY adviser and client toolkit

Adviser resources

EOFY adviser strategy and resource matrix

This adviser article outlines the advice opportunities available before and after 30 June and the client resources available to support you.

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EOFY advice opportunities checklist

This adviser checklist summarises the key advice opportunities to consider this EOFY and beyond.

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Client engagement tools

Client infographics

These white-labelled infographics can help you communicate with clients across social media and digital platforms. They cover strategies clients may use to boost their super this EOFY.

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

Client ‘How to’ guides

These white-labelled guides help clients access key EOFY related super information.

Steps to claiming a tax deduction for a super contribution
How to monitor carried forward concessional contributions
How to track total super balance
How to monitor the transfer balance account

Client strategy flyer

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

Smart super strategies for this EOFY

Client concept cards

These white-labelled concept cards explain a range of super strategies in more detail, including how they work, key considerations and a case study.

Make tax-deductible super contributions
Sacrifice pre-tax salary into super
Top up super with ‘catch-up’ contributions
Split your super contributions to your spouse
Top-up your super with help from the Government
Boost your spouse’s super and reduce your tax

Client articles

These white-labelled client articles explain key opportunities to boost super tax-effectively this EOFY.

Smart super strategies for this EOFY
More super, less tax