Superannuation Strategies
Explore how to develop and implement effective superannuation strategies to help clients maximise retirement savings, optimise contributions, and manage tax implications. This section guides you through super fund selection, contribution strategies, and retirement planning, ensuring compliant and personalised advice. 🏦💡
16 articles
Adjust Your Pension Income (Digital Advice – Superannuation Strategy)Learn how to use the Adjust Your Pension Income strategy in AdviserLogic Digital Advice to update pension payments based on client needs.
Digital Advice – Superannuation Income Stream StrategyLearn how to use the Income Stream strategy in AdviserLogic Digital Advice to recommend a superannuation pension income stream for client retirement plans.
Digital Advice - Super Re-Contribution StrategyLearn how to use the Super Re-Contribution strategy in AdviserLogic’s Digital Advice to potentially reduce clients’ taxable super component and enhance estate planning outcomes.
Digital Advice - Superannuation Strategy: Transition to Retirement (TTR)Learn how to apply a Transition to Retirement (TTR) strategy within AdviserLogic’s Digital Advice to help clients ease into retirement while still working.
AdviserLogic Digital Advice – Super Contributions StrategyAdviserLogic Digital Advice – Super Contributions Strategy
Digital Advice - Superannuation Strategies - Retirement PlanningLearn how to use AdviserLogic’s Digital Advice Superannuation strategies to build structured retirement planning advice
Digital Advice - Downsizer Contribution StrategyLearn how to select and use the Downsizer Contribution strategy to include a downsizer contribution recommendation in a client’s Statement of Advice.
Illustrating a Transition to Retirement in Digital AdviceLearn how to use AdviserLogic to illustrate a client’s transition to retirement income scenario.
Downsizer Contribution Strategy in Digital AdviceLearn how to use the Downsizer Contribution strategy to recommend a super boost using proceeds from selling a family home.
Invest in an SMA (Super) Strategy in AdviserLogic Digital AdviceLearn how to recommend a Separately Managed Account (SMA) within a client’s superannuation strategy.
Digital Advice - Rebalance Portfolio StrategyLearn how to use the Rebalance Portfolio strategy in AdviserLogic Digital Advice to adjust a client’s superannuation portfolio.
Digital Advice - Roll Pension Back to SuperLearn how to use the Roll Pension Back to Super strategy to recommend reverting pension assets to accumulation within super.
Digital Advice – Super Splitting StrategyLearn how to use the Super Splitting strategy in AdviserLogic’s Digital Advice module to recommend splitting super contributions between spouses.
Digital Advice - Super Withdrawal StrategyLearn how to use the Super Withdrawal strategy to recommend and configure superannuation withdrawals in a digital advice scenario.
Digital Advice - Superannuation Rollover StrategyLearn how to create and manage a Superannuation Rollover Strategy within AdviserLogic Digital Advice.
Digital Advice – Establish an MDA StrategyLearn how to use the Establish an MDA strategy to recommend a Managed Discretionary Account within Super.