Question: What would be the Superannuation recommendations within a SOA for the below information. To achieve your objectives of maximising your superannuation to be self-funded when

What would be the Superannuation recommendations within a SOA for the below information.

To achieve your objectives of maximising your superannuation to be self-funded when retirement occurs, we make the following recommendations: -

Superannuation

This section notes additional information on your current superannuation and income stream plans. Please complete all details below.

Client Information

Your Superannuation - Luke

Fund Name

Insurance Held

Taxable Component

Tax-Free Component

Total Balance

AMP Custom Super

Yes

$256,536 taxed in fund

$0

$256,536

Australian Retirement Trust

Yes

$21,485 untaxed in fund

$0

$21,485

Your Superannuation - Madeline

Fund Name

Insurance Held

Taxable Component

Tax-Free Component

Total Balance

Hesta

Yes

$116,483 taxed in fund

$0

$116,483.16

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