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This document serves as a guide for individuals on how to complete a Deduction Notice for personal contributions to the Macquarie Superannuation Plan, including instructions on varying an existing
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How to fill out Macquarie Super Deduction Notice for Personal Superannuation Contributions

01
Gather your personal superannuation contributions receipts.
02
Obtain the Macquarie Super Deduction Notice form from the Macquarie website or relevant financial portal.
03
Fill in your personal details: name, address, and contact information.
04
Specify the financial year for which you are claiming the deductions.
05
List each personal contribution you made, including the date and amount.
06
Calculate total contributions and enter the amount in the relevant section.
07
Sign and date the form to certify that the information provided is accurate.
08
Submit the completed Macquarie Super Deduction Notice to your accountant or keep it for your tax records.

Who needs Macquarie Super Deduction Notice for Personal Superannuation Contributions?

01
Individuals making personal superannuation contributions who wish to claim tax deductions.
02
Self-employed individuals needing to declare their personal contributions.
03
Employees making non-concessional contributions to their super accounts.
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It depends on your circumstances. Normally, you can't withdraw your voluntary contributions – or any of your super – until you turn 65 or once you have reached your access age (age 60) and retire. If you're over age 60, you've already met your access age.
But reportable personal concessional contributions are where you pay money to your super after tax and then claim a tax deduction for it. By doing this, they're treated as concessional contributions. If you add extra to your super after-tax and don't claim a tax deduction on it, it's not a reportable contribution.
You need to submit your form by the earlier of either: Before the end of the day that you lodge your income tax return for the income year in which the personal contributions were made; OR. Before the end of the financial year after the financial year in which the contributions were made.
It depends on your circumstances. Normally, you can't withdraw your voluntary contributions – or any of your super – until you turn 65 or once you have reached your access age (age 60) and retire. If you're over age 60, you've already met your access age.
You can boost your super by adding your own personal contributions, which are the amounts you contribute directly to your super fund. If you claim a tax deduction for them, they're concessional contributions and are effectively from your pre-tax income. They are taxed in the fund at a rate of 15%.
You can transfer funds into your account from your Macquarie account or from most other financial institutions by using their online banking services. Our branch (BSB) number is 182-512*. Please note: Transfers from Macquarie accounts will generally reach your account on the same business banking day.
Individuals who aren't Australian residents are eligible to make personal deductible contributions (PDC) to super, provided they meet the requirements to make these contributions. The requirements are the same for Australian residents, temporary residents and non-residents.
Your employer must pay at least 11.5% of your 'ordinary time earnings' into your super account. The minimum amount that your employer must pay into your superannuation fund. It is currently 11.5% of your gross salary. Ordinary time earnings are what you earn for your ordinary hours of work.

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The Macquarie Super Deduction Notice for Personal Superannuation Contributions is a form that allows individuals to notify their superannuation fund about personal contributions made to their superannuation account, which may be eligible for tax deductions.
Individuals who make personal contributions to their superannuation fund and wish to claim a tax deduction for those contributions are required to file the Macquarie Super Deduction Notice.
To fill out the Macquarie Super Deduction Notice, individuals need to provide personal details such as their name, tax file number, and the amount of contributions made. They must also indicate whether they meet the eligibility criteria for claiming the deduction and sign the notice.
The purpose of the Macquarie Super Deduction Notice is to formally notify the superannuation fund about personal contributions so that individuals can claim tax deductions on those contributions, ultimately reducing their taxable income.
The information that must be reported includes the individual's name, tax file number, the amount of personal contributions made, the year the contributions were made, and a declaration of eligibility for the deduction.
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