This tax time we are introducing a super health check – 5 simple checks to make super easier to manage. While people are focused on their tax return, we are encouraging them to check their super.
With the super health check, clients can check:
- their contact details and update if required
- their super balance and employer contributions
- for lost and unclaimed super
- if they have multiple super accounts and consider consolidating
- their nominated beneficiary.
Key messages to support your conversations with clients:
- The earlier they start managing their super the better.
- Managing super can have a big impact on their final super balance at retirement.
- Complete a super health check once a year at tax time.
What does the super health check mean for tax professionals?
We are asking tax professionals to talk about the super health check when you prepare your clients’ tax return.
We have developed a resource (PDF 227KB)This link will download a file you can email, print, or provide as a QR code to clients.
We have been careful to ensure that having a conversation with your clients about the super health check does not constitute financial advice.
We have designed the super health check for people to complete themselves but some clients may prefer their tax professional to take them through the check.
To find out more visit Super health check.
Introducing the super health check – 5 simple checks to make super easier to manage.