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Be prepared for these common traps
Each year we receive thousands of calls in the lead up to End of Financial Year.
Here are three of the main call drivers from last year plus tips to avoid these traps.
Keep an eye on available cash
Check your clients’ available cash account balances before submitting withdrawal or rollover requests to avoid any processing delays.
Check the TFN status
Ensure your client’s account has a tax file number submitted to ensure the correct tax is applied. If there’s no TFN loaded, you can email this to us or call to pass it on.
Supply all relevant base info
Provide cost base information for assets transferred into wrap accounts to ensure the account is ready for tax reporting. Incorrect or incomplete cost base information can impact the accuracy of reporting.