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We’ve now launched a new feature on My Resolution Life portal that allows you and customers to generate a summary of customers’ contributions to their growth bond for tax purposes. We introduced this in last month’s newsletter, and you can now access this in the portal today.

This summary will show you:

  • How much the customer has contributed in the previous policy anniversary year
  • The total amount the customer can contribute in the current policy anniversary year before they reach the 125% contribution limit, and
  • How much they have contributed to date.

Log into My Resolution Life to access this summary instantly today. Go to customer view, and under Investment details, click on "View your 125% contribution limit summary".

When you click on the above button, you’ll get this summary:

Other articles from the August newsletter

Important information

Any advice and information on this website is general in nature and is provided by Resolution Life Australasia Limited ABN 84 079 300 379, AFSL No. 233671 (Resolution Life), which is part of the Resolution Life Group. Resolution Life can be contacted on 133 731 or via the contact us page. The advice does not take into account your personal objectives, financial situation or needs. Therefore, before acting on the advice, you should consider the appropriateness of the advice, having regard to those matters.

Products in the National Mutual Retirement Fund are issued by Equity Trustees Superannuation Limited ABN 50 055 641 757. Insurance and Investment products are issued by Resolution Life.

If you decide to purchase or vary a financial product, Resolution Life and/or other companies within the Resolution Life Group will receive fees and other benefits, which will be a dollar amount or a percentage of either the premium you pay or the value of your investments. You can ask us for more details.

All information on this website is subject to change without notice.