Super Season

We’ve developed some great new resources and tools to get you through the super season.

Here you will find flyers featuring a variety of super strategies to help your clients achieve tax and savings benefits, presentation material to use with your clients and a new online calculator to investigate transition to retirement opportunities.

We’ll also be adding new tools regularly until the end of the financial year, so you may want to add this page to your browser favourites for easy access. 

Super strategies

• Salary sacrificing into super - help your clients fund the lifestyle they want in retirement
• Boost your super with co-contributions - help your clients turn $1,000 into $2,000 of super savings
• Saving together with spouse contributions - help your clients maximise their super tax-effectively
• Transition to retirement pensions - help your clients ease the move from full-time to part-time work while offering significant tax and savings benefits
•  Savings boost for the self-employed - help your self-employed clients grow their retirement savings
•  Insurance in super - help your clients secure their financial future.

Client presentations

• Super strategies for a successful retirement 

Transition to retirement calculator

Access our new transition to retirement calculator via our secure site or by contacting your Perpetual BDM.

It will help you assess transition to retirement opportunities for your clients and easily determine:

• the pension payments your clients require to supplement their salary/wages if they make additional salary sacrifice contributions to super
• the optimum amount your clients can salary sacrifice into super, taking into account the legislative limits that apply.

Perpetual WealthFocus

Find out more about our Perpetual WealthFocus Super and Pension Plans.