Superannuation: "Salary Sacrifice Super Contributions"

Implement this strategy to suggest a tailored Salary Sacrifice amount or to optimise the Salary Sacrifice amount up to the concessional cap on a continuous basis.

Strategy Name: Salary Sacrifice Super Contributions
Type of Strategy: 'Bespoke' Strategy
Impact on modelling: The entered amount will be deducted from the Pre-Tax Income and contributed to the clients Default Superannuation Account
 

๐Ÿ“ˆRecommendation 1 - Commence Salary Sacrifice of $6,000p.a until Retirement


  • Select the Start Date. By default, immediate will be selected. 
  • Select Custom and enter the monthly amount that you wish to recommend
  • Enter an  End Date. By default, at retirement will be selected. 

 

๐Ÿ“ˆRecommendation 2: Maximise Salary Sacrifice up to the Concessional Contribution Cap


  • Select the Start Date. By default, immediate will be selected. 
  • Select Maximum.
  • Enter an  End Date. By default, at retirement will be selected.