ING has introduced a toolkit to help financial planners ensure clients maximise benefits stemming from the changes to the superannuation framework before July 1 this year.
The new resource for financial advisers is primarily targeted at those with baby boomer clients who want to benefit from the highly tax-effective superannuation regime before July 1, 2007.
The baby boomer demographic in particular might be able to transfer wealth from business ownership, property, shares, inheritance or cash investments into superannuation under one-off transitional measures allowing up to $1 million in un-deducted contributions before July 1, this year.
This limit will fall to $150,000 per year after June 30, 2007.
The SuperCharge Adviser Toolkit contains advice strategy guides, presentations along with marketing and communication templates designed to help advisers target the right clients in an effective manner.
Dan Powell, ING executive director of sales and marketing, said: “It’s now very clear that superannuation is by far the most attractive vehicle for long-term investments to fund retirement income.
“In future, many people may not be able to get appropriate amounts of their wealth into super — hence the excitement over the current window of opportunity.”
The adviser toolkit includes a step-by-step guide on new super opportunities available before June 30, including seminar presentations, interactive marketing and sales tools, technical information on the legislative changes and a SuperCharge calculator allowing a comparison of superannuation with other investment vehicles such as direct property and shares.
