How do you create a salary sacrifice recommendation in Cash Flow

For doing a salary sacrifice in a cash flow scenario you will have to follow the below steps:

Step 1

Go to the client’s cash flow screen and create a new scenario.


Your cash flow scenario would appear as shown below showing details of the clients overall position.


Step 2

You can now add in Concessional contribution from either of the two options:

Firstly by clicking on the '+' sign and then add the Super Contribution


Secondly by going to the 'Add' button on the top right corner and then choosing Super Contribution from the mentioned list



Once you click on the contribution tab the following pop up window will appear asking for details of contribution.



After selecting a superannuation fund to save your data entry.

You will now see an outflow in the client's cash position with a corresponding entry into the superannuation fund.

It’s important to remember that you also need to create the contribution recommendation in Portfolio to ensure that the details of your salary sacrifice recommendation appear in the SoA document that you produce.

Have more questions? Submit a request