Macquarie assists advisers with super strategies
David Shirlow
Macquarie Adviser Services has provided financial planners with a new booklet clarifying strategies they may be able to implement for their clients to take advantage of the new superannuation rules before June 30.
The booklet, “Get More Into Super Before 1 July … and Get More Out of Your Retirement”, includes a series of case studies illustrating how the various strategies available can be applied.
The head of Macquarie Technical Services, David Shirlow, said: “There are a number of ways advisers can work with their clients to take advantage of this [the changes to the superannuation system], which often involves helping them to see the opportunities which may not appear obvious at first glance.
“When it comes to saving these funds for their retirement, there can be very few better places to keep the money than in their superannuation fund,” he added.
The guide covers a number of different situations, including the advantage of placing additional funds in superannuation as opposed to a current non-super investment portfolio, borrowing to take advantage of the $1 million allowable contributions before July 1, and examples of where special additional superannuation payments can be made.
“We believe many clients are not aware that these opportunities are open to them, which highlights an important role for advisers who can help to guide them towards a more comfortable retirement,” Shirlow concluded.
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