“Will you allow someone to come in and audit the claims that you're paying on my plan's behalf? Will you let someone come in and take a look at these claims?”
KC
Kimberly Carleson
Relentless Health Value ·
“Just because you tell them… they don’t check with the ATO first… the ATO will reconcile and may issue a letter and extra tax to pay.”
Mark McGrath · Retire Right · 442 Super contributions over $500k, selling the IP, the bucket strategy debate + more
Play from 7:37
7:37
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What was described
State that a Notice of Intent to Claim does not guarantee the ATO will allow the claim; the superfund does not verify limits before processing
Said nearby on the same subject
“You would use the notice of intent to claim on the form… total contributions 400,000… intend to claim as a personal deductible contribution, 10,000. …they’ll take $1,500.”
MM
Mark McGrath
Retire Right ·
“Any wellness claim that does not have an objective outcome, period… I'm going to reduce your fasting insulin by 50% - that's an outcome”
♫
Said on Habits and Hustle
“Does your underwriting allow you to lease up in six months? … A good model will ramp it up from 66% up to 90% over the course of six months.”
FP
Frank Patilano
Ironclad Underwriting Podcast ·
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