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This form enables GESB members to split their superannuation contributions with their spouses, facilitating the management of superannuation funds between partners.
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How to fill out super contribution splitting

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How to fill out Super contribution splitting

01
Obtain the Super contribution splitting form from your superannuation fund or the ATO website.
02
Fill in your personal details including your name, address, and super fund details.
03
Specify the financial year for which you want to split contributions.
04
Indicate the amount of contributions to split and the super account of the receiving spouse.
05
Sign and date the form to certify the information is correct.
06
Submit the completed form to your superannuation fund.

Who needs Super contribution splitting?

01
Couples where one partner earns significantly more than the other.
02
Individuals seeking to balance their superannuation accounts with their spouse.
03
Those wanting to maximize their retirement savings by using contributions made by one spouse for the other.
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Division 293 tax reduces the tax concession high income earners receive on their superannuation contributions. The Division 293 tax imposes an additional tax of 15% on individuals whose income and concessionally taxed super contributions (referred to as 'low tax contributions') exceed $250,000 a financial year.
What is the Superannuation Contributions Surcharge? The Superannuation Contributions Surcharge, or 'Super Surcharge' is an additional tax on an individual for certain contributions made to a super fund after 20 August 1996 and before 1 July 2005.
If you exceed your concessional contributions cap, the excess concessional contributions (ECC) are included in your assessable income. ECC are taxed at your marginal tax rate less a 15% tax offset to account for the contributions tax already paid by your super fund.
Contribution splitting enables a super fund member to split up to 85% of their concessional contributions (CCs) in a financial year with their spouse. Taking advantage of contribution splitting advice. opportunities may enable clients to: ▪ increase the combined amount transferred.
Division 293 imposes an additional contributions tax when an individual's combined Division 293 income and Division 293 concessional contributions are $250,000 or more within an income year. Division 293 income broadly includes your taxable income, reportable fringe benefits and total net investment income/losses.
At Hostplus we believe in supporting our members in every way we can. That's why we offer contribution splitting. Contribution splitting can help you secure the financial future of your spouse.
293 tax is payable. The client can choose to pay the tax personally or have it released from their super fund. To release the amount from super, the member has 60 days to make the election which can be done online through MyGov, by your tax agent using their online services for agents.
Unfortunately, there's no way to avoid Division 293 Tax if you're a high-income earner, but you should consider tax planning strategies to reduce income below $250k to avoid exceeding the Div 293 threshold. Ultimately, paying this tax is still better than paying tax at 47%.

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Super contribution splitting allows members of a superannuation fund to split their concessional contributions (such as employer contributions) with their spouse. This helps to balance the superannuation benefits between partners and can assist in retirement planning.
Individuals who wish to split their superannuation contributions with their spouse must file for Super contribution splitting. This typically applies to married couples or de facto partners where one partner has contributed super on behalf of the other.
To fill out the Super contribution splitting form, you need to gather the necessary details including the super fund information, member details, and the amount you wish to split. Complete the designated form provided by your superannuation fund, and submit it as per the guidelines set by the fund.
The purpose of Super contribution splitting is to enhance retirement savings for couples by allowing one partner to transfer a portion of their super contributions to the other's account, thereby potentially increasing their tax-free retirement income.
The information that must be reported includes the member's details, the recipient spouse's details, the amount to be split, the financial year to which the contributions relate, and any relevant superannuation fund details.
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