Accountant Collaboration
Proactive tax planning starts before 30 June.
Identify opportunities. Coordinate advice. Deliver better client outcomes.
Watch: how we work with accountants
Why Timing Matters
30 June is a deadline, not a start date.
Concessional super contributions can be one of the more effective tax planning tools for your clients, but only when the groundwork is done early.
Received, not initiated.
Contributions generally need to be received by the super fund by 30 June. A payment made in the last few days may not arrive in time.
Carry-forward eligibility.
Clients with a total super balance under $500,000 may be able to use unused concessional cap amounts from the previous five years. That needs checking against their contribution history.
Personal deduction requirements.
A valid notice of intent needs to be lodged with the fund and acknowledged before the deduction is claimed. Miss that step and the deduction can be lost.
How We Work Together
A simple process that keeps you in the loop.
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Strategy call.
Fifteen minutes on how you'd like to work together and which clients might benefit.
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Individual assessment.
We review each referred client's super balance, cap usage and cash flow before recommending anything.
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Coordinated advice.
Our advice is shared with you, so tax and super strategy line up and timing is managed well before 30 June.
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Year-end check.
We confirm contributions have been received and the paperwork for your client's deduction is in place.
Who You'll Work With
Independent advice that respects your client relationship.
We're an independent financial planning practice in Ballina. We look after the advice. You remain your client's accountant.
- You're kept informed at every step.
- Advice and timing are shared with you before anything is implemented.
- No tax outcome is promised before an individual assessment.
15-Minute Accountant Strategy Call
Let's find the opportunities before 30 June.
A brief discussion about identifying tax-effective superannuation contribution opportunities and how Evolution Financial Planning can collaborate with your accounting practice.
Book A Strategy Call.General information only. It doesn't take into account any person's objectives, financial situation or needs. Contribution caps, eligibility and deductibility should be confirmed for each client before acting.