Our technical support material 

 

An important part of working with you is helping you and your employees to understand the many issues investors face and the complex legislative framework in which we operate. 

The following documents are a sample of the technical support material we provide to our employer clients: 

Investment Insights (790kb) - October 2011

Quarterly super news (20.9kb) - Oct 2011

Transition to Retirement & Salary Sacrifice (33.89kb) - Mar 2010


Our 'Aspects of Financial Planning' documents discuss in detail various financial planning topics:

Newsletter Articles Jan 2012

Superannuation Death Benefits - July 2008

Federal Budget - May 2010

Superannuation and temporary residents - April 2010

 

Centric Circulars are shorter documents that focus on a specific technical issue:  

Super - Keeping track of your contributions - Mar 2011

Salary sacrifice (30.6kb) 

Super Basics (July 2010)

Making the right nomination (33.1kb) 

Can you contribute to Super (34.1kb)

Turning Age 55 (33.2kb)  


Please note that these documents are updated regularly.  Please contact the Centric Wealth Corporate Benefits team by clicking here if you require additional technical support material.

 

 
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