EOFY super, tax and social security unlocked
A practical CPD accredited TapIn webinar
Watch time 75 minutes
As the end of financial year approaches, small oversights can quickly turn into missed opportunities, unintended risks or sub‑optimal client outcomes.
This practical TapIn webinar is designed to help advisers confidently navigate EOFY super, tax and social security strategies, with a sharp focus on the rates, thresholds and eligibility rules that matter most right now. We’ll help you cut through the noise and prioritise actions that can make a real difference for clients – before 30 June.
In this session, we’ll focus on key EOFY considerations, common traps, and practical strategies you can apply across a broad range of client scenarios, ensuring clients are well positioned to make the most of every available opportunity.
Learning outcomes:
By the end of this webinar, you will be able to:
- Key tax, super and social security thresholds advisers need front of mind before 30 June
- Practical super contribution strategies, and how to apply them correctly
- Common EOFY pitfalls that can lead to contribution errors or missed opportunities
- How small tactical decisions at EOFY can materially improve client outcomes.
CPD: 1.25
Duration: 75 min
Expiry: 30 December 2026
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Important information
® North and MyNorth are trademarks registered to NMMT.
The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It contains general advice only, does not take account of your client’s personal objectives, financial situation or needs, and a client should consider whether this information is appropriate for them before making any decisions. It’s important your client consider their circumstances and read the relevant product disclosure statement (PDS), investor directed portfolio guide (IDPS Guide) and target market determination (TMD), available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.
MyNorth Investment and North Investment are operated by NMMT. MyNorth Investment Guarantee is issued by National Mutual Funds Management Limited ABN 32 006 787 720, AFSL 234652 (NMFM). MyNorth Super and Pension (including MyNorth Lifetime), MyNorth Super and Pension Guarantee and North Super and Pension are issued by N.M. Superannuation Proprietary Limited (ABN 31 008 428 322, AFSL 234654 (NM Super) as trustee of the Wealth Personal Superannuation and Pension Fund (the Fund) ABN 92 381 911 598. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios. All managed portfolios may not be available across all products on the North platform. All of the products above are referred to collectively as MyNorth Products. The information on this page is provided only for the use of advisers, it is not intended for clients. This page provides a brief overview of some of the benefits of investing in MyNorth Products. The adviser remains responsible for any advice/services they provide to clients including making their own inquiries and ensuring that the advice/services are appropriate and in accordance with all legal requirements.
You can read the Financial Services Guide online for more information, including the fees and benefits that companies related to NMMT, N.M. Superannuation Proprietary Limited ABN 31 008 428 322, AFSL 234654 (N.M. Super) and their representatives may receive in relation to products and services provided.
North and MyNorth are trademarks registered to NMMT.
All information on this website is subject to change without notice.
