Making PDCs and Avoiding Costly Mistakes

23 de ene. de 2026 · 23m 3s
Making PDCs and Avoiding Costly Mistakes
Descripción

Personal deductible contributions (PDCs) can be very powerful when done right. They can boost a client’s retirement savings and reduce their taxable income, but the timing, rules and paperwork need...

mostra más
Personal deductible contributions (PDCs) can be very powerful when done right. They can boost a client’s retirement savings and reduce their taxable income, but the timing, rules and paperwork need to line up perfectly. In this episode, Scott Brown and Janet Manzanero-Caruana break down the key benefits, essential steps and common traps that can catch advisers and clients off‑guard.





© 2025 IOOF Service Co Pty Ltd. All rights reserved. 
For financial adviser use only.   The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subject to change. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Examples are illustrative only and are subject to the assumptions and qualifications disclosed. Whilst care has been taken in preparing the content, no liability is accepted for any errors or omissions in this communication, and/or losses or liabilities arising from any reliance on this communication.
mostra menos
Información
Autor MLC TechConnect
Organización MLC TechConnect
Página web -
Etiquetas
-

Parece que no tienes ningún episodio activo

Echa un ojo al catálogo de Spreaker para descubrir nuevos contenidos.

Actual

Portada del podcast

Parece que no tienes ningún episodio en cola

Echa un ojo al catálogo de Spreaker para descubrir nuevos contenidos.

Siguiente

Portada del episodio Portada del episodio

Cuánto silencio hay aquí...

¡Es hora de descubrir nuevos episodios!

Descubre
Tu librería
Busca