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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:

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Important information

Where the information on this website is factual information only, it does not contain any financial product advice or make any recommendations about a financial product or service being right for you. Any advice is provided by Resolution Life Australasia Limited ABN 84 079 300 379, AFSL No. 233671 (Resolution Life), is general advice and does not take into account your objectives, financial situation or needs. Before acting on this advice, you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs, as well as the product disclosure statement and policy document for the product. Any guarantee offered in the product is only provided by Resolution Life. Any Target Market Determinations for our products can be found at resolutionlife.com.au/target-market-determinations. 

Resolution Life does not make any representation or warranty as to the accuracy, reliability or completeness of material on this website nor accepts any liability or responsibility for any acts or decisions based on such information.

Resolution Life can be contacted at resolutionlife.com.au/contact-us or by calling 133 731.