Super Planning Software 2016
The NTAA’s Super Planning Software* (‘SPS’) will take the guesswork out of advising clients on all major superannuation planning issues!
This software provides a comprehensive and pro-active ‘to do’ list for your clients’ superannuation needs. It covers key areas such as:
- Contribution strategies;
- Pension strategies;
- Limited recourse borrowing arrangements;
- Business Real Property and SMSFs; and
- Various trustee obligations.
The software will ensure you identify and implement key superannuation strategies for your clients using three easy-to-follow steps.
The SPS produces individually tailored reports for each client that identify the important superannuation-related and ETP planning strategies.
Step 1: Enter a client’s personal details, income and super-related information
Simply enter the personal information in relation to a particular client, such as their income, date of birth, superannuation balance in their fund and any superannuation contributions that have been made for the client’s benefit.
Step 2: Examine the ‘Client planning summary’ screen
SPS then determines the tax savings, deductions limits and concessional and non-concessional contribution caps of the particular client.
SPS then provides guidance on the tax savings that can be achieved for the client.
Step 3: ‘Tailored’ client checklists on super-related issues to consider when advising clients
SPS then provides a detailed checklist of issues to consider in relation to the particular client.
Our detailed checklist highlight which questions/issues need to be raised with clients along with an explanation on why these issues are important. These checklists incorporate issues ranging from superannuation and divorce, to issues associated with a client suffering ill health.
Special offer – delegates attending the NTAA’s 2016 Super Schools Day 2 Seminar
Any delegate attending the NTAA’s 2016 Day 2 Super Schools seminar will receive the software absolutely FREE.
(*): This software is licensed to 1 installation and expires 30 June 2017. Additional licences can be purchased for only $99 each.