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Complete this form to apply to the IPE Super Trustee to split your super contributions with your spouse.
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How to fill out contribution splitting form
How to fill out Contribution Splitting Form
01
Obtain a Contribution Splitting Form from your superannuation fund or financial advisor.
02
Fill in your personal details such as name, address, and member number.
03
Specify the financial year for which you want to split contributions.
04
Indicate the amount or percentage of contributions to be split.
05
Provide the details of the receiving superannuation fund, including fund name and member number.
06
Sign and date the form to verify your request.
07
Submit the form to your superannuation fund either online or by mail.
Who needs Contribution Splitting Form?
01
Individuals who want to split their superannuation contributions with a spouse or partner.
02
Members of a superannuation fund looking to distribute their contributions for tax benefits.
03
Individuals seeking to support a partner's retirement savings.
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People Also Ask about
What is contributions splitting?
Contribution splitting is the process of splitting before-tax contributions (also called concessional contributions) from one spouse's (married or de-facto) super account to the other's account.
Does contribution splitting count towards cap?
Yes, if you're splitting your contributions, the contributions will still count toward your concessional contributions cap.
What is the 85% spouse contribution?
Contribution splitting allows you to pay up to 85% of your before-tax contributions, which are also known as concessional contributions, to your spouse's super rather than your own. Before-tax contributions include employer (or SG) contributions and salary sacrifice payments.
How does contribution splitting work?
how does contribution splitting work? Contribution splitting is the process of splitting before-tax contributions (also called concessional contributions) from one spouse's (married or de-facto) super account to the other's account.
What is a split contribution?
Contribution splitting is a process that allows you to transfer some of the contributions made to your superannuation into an account for your spouse (including de facto of the same or different sex).
What happens if I contribute more than $27,500 to Super?
Any contributions you make over the cap will be taxed at your marginal rate, less a 15% tax rebate. You may also be charged interest. At the end of the financial year, the ATO will give you the option to: withdraw up to 85% of your excess contributions for the financial year.
What is the benefit of spouse contribution?
Spouse contributions mean paying money into your spouse's super from your after-tax income. If they are a low-income earner, you may be able to claim a tax offset on the first $3,000 you contribute. Make sure you check your contribution limit for the year.
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What is Contribution Splitting Form?
The Contribution Splitting Form is a document used by individuals to allocate their contributions to a retirement account between different beneficiaries for tax purposes.
Who is required to file Contribution Splitting Form?
Individuals who want to split their contributions to a retirement account, typically those who are married and wish to allocate retirement savings between their own accounts and their spouse's account, are required to file this form.
How to fill out Contribution Splitting Form?
To fill out the Contribution Splitting Form, individuals need to provide their personal information, details about the retirement accounts involved, and the specific amounts or percentages they wish to allocate to each beneficiary.
What is the purpose of Contribution Splitting Form?
The purpose of the Contribution Splitting Form is to ensure that retirement contributions are accurately divided between beneficiaries, which can help in tax planning and compliance with regulatory requirements.
What information must be reported on Contribution Splitting Form?
The information that must be reported on the Contribution Splitting Form includes the account holder's name, Social Security number, the details of the retirement accounts, and the amounts or percentages of contributions to be split among beneficiaries.
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