Get the free Superannuation Contributions Splitting form

Superannuation Contributions Splitting form The Portfolio Service Please complete this form if you would like to split your superannuation contributions in The Portfolio Service (TPS) with your spouse.

How to fill out superannuation contributions splitting form

How to fill out superannuation contributions splitting form?

1. Obtain the superannuation contributions splitting form from your superannuation provider or download it from their website.
2. Fill in the personal details section, including your full name, date of birth, and contact information.
3. Provide the details of your superannuation account, such as the account name, account number, and the name of the superannuation fund.
4. Specify the amount or percentage of superannuation contributions that you wish to split with your spouse or partner. This can be a specific dollar amount or a percentage of your total contributions.
5. Indicate whether you want to split the contributions for the current financial year or future financial years.
6. If you want to split contributions for past financial years, provide the necessary details and reasons for the late splitting request.
7. If you have multiple superannuation accounts, state which account the contributions should be transferred from and the account they should be transferred to.
8. Sign and date the form, confirming that the information provided is accurate and true to the best of your knowledge.

Who needs superannuation contributions splitting form?

1. Individuals who are legally married or in a de facto relationship may need the superannuation contributions splitting form.
2. The form is typically required when one partner wishes to split their superannuation contributions with their spouse or partner.
3. It allows the transfer of a portion of superannuation contributions from one partner's account to the other's, providing flexibility and equal distribution in retirement savings.
4. The form may be needed to comply with legislative requirements or to ensure a fair division of superannuation funds in the event of a relationship breakdown or divorce.

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What is superannuation contributions splitting form?

The superannuation contributions splitting form allows individuals to split their superannuation contributions with their spouse.

Who is required to file superannuation contributions splitting form?

Individuals who want to split their superannuation contributions with their spouse are required to file the superannuation contributions splitting form.

How to fill out superannuation contributions splitting form?

The superannuation contributions splitting form can be filled out by providing the required information about the superannuation contributions to be split and the details of the spouse.

What is the purpose of superannuation contributions splitting form?

The purpose of the superannuation contributions splitting form is to allow individuals to share their superannuation contributions with their spouse, which can help in managing retirement savings.

What information must be reported on superannuation contributions splitting form?

The superannuation contributions splitting form requires information about the amount of contributions to be split, the details of the spouse, and agreement from both parties.