client information flyers

SUPERANNUATION

The following flyers are available for download:

Superannuation overview
Concessional contributions
Non-concessional contributions
Spouse contributions
Downsizer contributions
Self-Managed Super
Limited Recourse Borrowing Arrangements

RETIREMENT PLANNING

The following flyers are available for download:

Let us take care of the boring stuff

Grow with confidence

Scale Up Paraplanning offers outsourced paraplanning support (one-off plans and full-time dedicated paraplanners) and outsourced admin/research support (one-off tasks and full-time dedicated resources) to help you reduce your back-office costs and have reliable and high-quality support staff.

Our paraplanners are some of the leading experts in our industry. We have mastered the use of XPLAN, Midwinter, Adviser Logic and Intelliflo and have developed processes and workflows that best fit in with your business.

It’s time you partnered with a leading, innovative paraplanning and consulting team.

client information flyers

SUPERANNUATION

RETIREMENT PLANNING

Grow with confidence

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