Sounds a little boring or obvious doesn’t it? But knowing your Total Superannuation Balance or ‘TSB’ will give you (and your Financial Advisor) a clear eligibility pathway to taking advantage of generous super concessions.
With the EOFY fast approaching, its important to do a little houskeeping to see if you’re taking full advantage of the generous tax concessions available in superannuation…
With only a short time left before the end of the financial year, it's potentially worth assessing your investments both outside and inside of superannuation.