Annual Pension Entitlement Letters
The 2016/17 annual pension entitlement letters have recently been sent to members with pension accounts. The letter will include a full Centrelink/DVA Schedule. To view a sample letter please click here.
AMG Super members who have made a personal super contribution during the 2015/16 year will shortly receive a Div290 Form, allowing a member to claim or vary a tax deduction for personal super contributions. For the members convenience this form will be pre-populated with necessary information.
Individual copies of the Div 290 letters and forms will be available shortly through AMG Adviser online, under Contract History.
XTBs available through AMG Super
We are pleased to inform you that XTBs – ASX traded single corporate bond units (XTBs), are now available through AMG Super.
Listed on the ASX, XTBs provide a simple, transparent and cost effective solution for exposure to individual corporate bonds in $100 parcels. With almost 40 XTBs available you can now create diversified fixed income portfolios with ease.
View the full list of available XTBs here.
Each XTB can be held to maturity giving your clients a defined outcome – something not available via fixed income managed funds or bond ETFs.
- Predictable, regular income
- Lower risk and capital stability vs equities and hybrids
- Daily liquidity, ability to buy and sell on ASX.
If you would like any further information on the content of this adviser update, please contact Terry Constable, Adviser Services Manager on (07) 3228 2632 or email@example.com.