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2020 Super Planning Software


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Non-Member Price

Pre-purchase for an early December release

The NTAA 'Super Planning Software'

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
  • 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 2020 Super Schools Day 2 Seminar

Any delegate attending the NTAA’s 2020 Day 2 Super Schools seminar will receive the software absolutely FREE.

(*): This software is licensed to 1 installation and expires 30 June 2021. Additional licences can be purchased for only $99 each.

Software will become available late January 2021.