Get the free Splitting your super contributions with your spouse form

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How to fill out splitting your super contributions

How to fill out splitting your super contributions:

1. Determine if you are eligible: Before filling out the form, make sure you are eligible for splitting your super contributions. Typically, this option is available for those who are married or in a de facto relationship.
2. Obtain the necessary form: Contact your superannuation provider and request the relevant form for splitting your super contributions. They may have different names for this form, such as "Superannuation Contribution Splitting Application."
3. Provide personal details: Fill out your personal details accurately on the form. This may include your full name, date of birth, contact information, and tax file number.
4. Indicate the contribution amount: Specify the amount or percentage of your super contributions that you wish to split. Some forms may require you to specify the dollar amount, while others may allow you to calculate a percentage.
5. Nominate the recipient: Identify the person to whom you want the contributions to be split. This can be your spouse or de facto partner. Include their full name, date of birth, and relationship details.
6. Obtain the recipient's consent: In most cases, the recipient needs to provide their consent to receive the contributions. They may need to sign the form or provide their written agreement separately.
7. Complete and submit the form: Double-check all the information you have provided on the form. Ensure that it is accurate and complete. Once done, submit the form to your superannuation provider according to their instructions. It is recommended to keep a copy of the form for your records.

Who needs splitting your super contributions?

1. Married couples looking to balance their superannuation savings: Splitting super contributions can be beneficial for married couples who wish to equalize their retirement savings. It allows one partner to transfer a portion of their super contributions to their spouse, ensuring a more balanced distribution of assets.
2. Couples in a de facto relationship: Similar to married couples, couples in a de facto relationship can also benefit from splitting their super contributions. This enables them to share their retirement savings and potentially maximize their superannuation benefits as a couple.
3. Individuals seeking to provide financial support to their spouse/partner: Splitting super contributions can be a way to support a spouse or partner who may have lower retirement savings. By transferring a portion of your contributions to their super account, you can assist in building their retirement savings and improving their financial well-being in the future.

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What is splitting your super contributions?

Splitting your super contributions involves dividing your superannuation contributions with your spouse to equalize your retirement savings.

Who is required to file splitting your super contributions?

Both partners must be Australian residents, legally married or in a de facto relationship, and one partner must be under Preservation Age or between Preservation Age and age 65.

How to fill out splitting your super contributions?

You can fill out the splitting super contributions form provided by your super fund and submit it before the deadline.

What is the purpose of splitting your super contributions?

The purpose of splitting your super contributions is to help balance and grow both partners' super savings, especially for those who have a significant difference in their super balances.

What information must be reported on splitting your super contributions?

You must report the amount you wish to split, your super fund details, and your spouse's super fund details.