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

October 2023

Super vs mortgage: adviser and client toolkit

Adviser technical articles

For clients with surplus cashflow...
Super vs mortgage: which is best?

For clients under mortgage stress...
Can super provide a lifeline for mortgage relief?

 

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Client resources

Share these resources to help clients understand the trade-off and key considerations.

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Need help?

Contact the MLC TechConnect Team on 1800 645 597 or email us.

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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.

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