Get the free REI Super Contributions Splitting Application

REI Super Contributions Splitting Application Before completing this form please read the fact sheet Splitting super contributions in REI Super available from the Helpline on 1300 134 433 or website

How to fill out rei super contributions splitting

How to fill out REI super contributions splitting:

1. Obtain the necessary forms: To begin the process of rei super contributions splitting, you will need to obtain the relevant forms from your superannuation fund. These forms are typically available on the fund's website or can be requested from their customer service.
2. Complete the necessary details: Fill out the forms with the required information. This will include your personal details, such as your name, address, and contact information. You will also need to provide your superannuation account details, including your account number.
3. Specify the splitting details: Indicate the amount or percentage of your super contributions that you wish to split with your spouse or partner. The form will typically have checkboxes or fields where you can enter this information. Make sure to double-check the accuracy of the splitting details before submitting the form.
4. Get your spouse's consent: If you are splitting your super contributions with your spouse or partner, you will need to obtain their consent. They will usually need to sign the form or provide their consent electronically, depending on the process outlined by your superannuation fund.
5. Submit the form: Once you have completed all the necessary sections and obtained the required signatures or consent, submit the form to your superannuation fund. Follow the instructions provided by the fund on how to submit the form, whether it be through online submission, mailing, or in-person delivery.

Who needs REI super contributions splitting?

1. Couples seeking to balance their super savings: REI super contributions splitting can be beneficial for couples who want to balance their superannuation savings. It allows one partner or spouse to transfer a portion of their super contributions to the other partner's account, helping to equalize their retirement savings.
2. Individuals with a significant difference in super balances: If one partner has significantly more superannuation savings than the other, rei super contributions splitting can help bridge this gap. It ensures both individuals have a more equitable retirement savings balance, providing more financial security for both parties.
3. Couples planning for future financial stability: By opting for rei super contributions splitting, couples can better plan for their future financial stability. This feature allows them to pool their super savings and make joint decisions on investments, maximizing their retirement funds and potentially increasing their overall wealth.
4. Individuals aiming to improve their eligibility for government benefits: Some government benefits and pension schemes are means-tested, meaning they take into account an individual's or couple's assets and income. By splitting super contributions, individuals may reduce their individual balance, potentially improving their eligibility for certain government benefits or pensions.

In summary, rei super contributions splitting provides a means for individuals and couples to balance their super savings, bridge gaps in balances, plan for future stability, and potentially enhance eligibility for government benefits. By following the step-by-step process outlined above, individuals can successfully fill out the necessary forms to initiate rei super contributions splitting.

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What is rei super contributions splitting?

Rei super contributions splitting is a process where a portion of one's superannuation contributions is transferred to their spouse's superannuation account.

Who is required to file rei super contributions splitting?

Individuals who want to split their superannuation contributions with their spouse are required to file rei super contributions splitting.

How to fill out rei super contributions splitting?

To fill out rei super contributions splitting, individuals need to complete the relevant form provided by their superannuation fund and submit it to the fund.

What is the purpose of rei super contributions splitting?

The purpose of rei super contributions splitting is to help balance superannuation savings between spouses and provide financial security in retirement.

What information must be reported on rei super contributions splitting?

Information such as the amount of contributions to be split and the receiving spouse's superannuation account details must be reported on rei super contributions splitting.