Tax collection framework
Tax collection framework
Mentor Wrap's superannuation tax collection framework |
Providing greater tax efficiency for your clients |
| Many advisers may not be aware of Mentor Wrap's unique method of collecting tax, along with the tax benefits of Group Insurance and OneCare Insurance owned via Mentor Wrap. |
How does Mentor Wrap collect member superannuation tax? |
| Mentor Wrap calculates members' superannuation tax liability or credit daily and applies these to your clients' account on a quarterly basis, or on exit. A member's tax position is calculated based on contributions, investment earnings - such as distributions received, dividend income and capital gains - as well as including deductible expenses and offsets from franking credits. |
| For more information on the benefits of Mentor Wrap's tax collection method, along with the tax benefits of insurance through superannuation, login into Adviser Hub and select the 'Publications' category to access the flyer on this topic. If you have forgotten your adviser login, please contact Mentor Wrap Client Services on 1300 550 899 or email contactus@mentorinvestments.com.au |
