We made the 2022 AFR BOSS Best Places to Work list! Click here to learn more

Client superannuation data reporting – ATO Tax Portal

How many times has a client asked you the following questions?

  • Do I have enough money to comfortably retire?
  • How much capital do I need to maintain my lifestyle in retirement?
  • How can I maximise my savings for retirement?

Clients ask their Financial Advisors and Accountants these questions on a regular basis. To help with this, the ATO Tax Portal now reports client superannuation data, which enables you to assist your clients in making smart decisions to secure their future retirement income.

Partners Wealth Group is developing easy to use, illustrative calculation tools to calculate future retirement scenarios, which will assist you to have these vital conversations with your clients. We look forward to sharing these tools with you shortly, but in the meantime please contact your advisor or a member of the Wealth Management Team if you have any questions or concerns.