We are committed to providing you and your clients the best digital experience at Mason Stevens. We have updated our systems to resolve issues previously experienced when accessing the platform using Safari and on an iPad, giving you more ways to stay connected with your account.
If you have granted “transact” access to your clients to submit orders on the platform, those clients will now also have the ability to make corporate action elections online. You can grant or remove transact access for any client by contacting our Client Services team.
Claiming tax deductions for non-concessional contributions before financial year end
With just a couple of months to go before the end of financial year, it is time to prepare for any clients in Mason Stevens Super who may want to claim a tax deduction on non-concessional contributions made into their super accounts during the 2020/21 financial year. To do so, simply sign and complete a Notice of intent to claim form, available from the Literature Library, and submit it to our team at email@example.com
For further assistance, you can use the "Help" function in the bottom right corner of this page, or contact your relationship manager directly.
T: 1300 988 878