This article is an extensive guide on how to write a range of strategy recommendations within the Advice Wizard.
- Personal Deductible Contributions
- SG and Salary Sacrifice Contributions
- Lump Sum Non-Concessional Contributions (NCC)
- Lump Sum Concessional Contribution (CC)
- Consolidate Superfunds
- Superfund Comparison and Super Consolidation/Rollover
- Super Rollover to a Model Portfolio
- Super Rollover to an Existing Fund
- Super Rollover to a New Fund
- Rebalancing Portfolios
- New Ordinary Investment
- Lump Sum Investment into Ordinary Investments
- Regular Investment into Ordinary Investments
- Regular Withdrawal from Ordinary Investments
- Funeral Bond Investment
Advice Fees
Charging Advice Fees
Centrelink
Accessing Age Pension (Centrelink)
Super Contributions
Personal Deductible Contributions
SG and Salary Sacrifice Contributions
Lump Sum Non-Concessional Contributions (NCC)
Lump Sum Concessional Contribution (CC)
Superannuation
Consolidate Superfunds
Superfund Comparison and Super Consolidation/Rollover
Super Rollover to a Model Portfolio
Super Rollover to an Existing Fund
Super Rollover to a New Fund
Pension
Pension Withdrawal and Payment Change
Rollover Super to a new Account Based Pension (ABP)
Ordinary Investments
Rebalancing Portfolios
New Ordinary Investment
Lump Sum Investment into Ordinary Investments
Regular Investment into Ordinary Investments
Regular Withdrawal from Ordinary Investments
Funeral Bond Investment
Loans
Home Loan Repayments
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