Did you know you can use XPLAN's Alerts Manager to monitor your client's super contributions to help avoid breaching contribution limits?
Alerts Manager allows you to set a warning amount for concessional and non-concessional super contributions over any given time frame, and automatically alerts you if a client portfolio is in breach.
For example: You can be notified of any portfolio with over $40,000 concessional contributions in the last 12 months so that you can contact the client before the $50,000 cap is breached.
Alerts Manager checks portfolios nightly and can send notifications with details of the breach by email, directly into XPLAN Dashboard or by automatic task creation.
Contact your IRESS Account Executive for a full demonstration of how Alerts can improve efficiency in your business.