Question
What would be the Superannuation recommendations within a SOA for the below information. To achieve your objectives of maximising your superannuation to be self-funded when
What would be the Superannuation recommendations within a SOA for the below information.
To achieve your objectives of maximising your superannuation to be self-funded when retirement occurs, we make the following recommendations: -
Superannuation
This section notes additional information on your current superannuation and income stream plans. Please complete all details below.
Client Information
Your Superannuation - Luke
Fund Name | Insurance Held | Taxable Component | Tax-Free Component | Total Balance |
AMP Custom Super | Yes | $256,536 taxed in fund | $0 | $256,536 |
Australian Retirement Trust | Yes | $21,485 untaxed in fund | $0 | $21,485 |
Your Superannuation - Madeline
Fund Name | Insurance Held | Taxable Component | Tax-Free Component | Total Balance |
Hesta | Yes | $116,483 taxed in fund | $0 | $116,483.16 |
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