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This document is an application form for members of the Perpetual WealthFocus Superannuation Fund to split their superannuation contributions with their spouse. It includes sections for personal details,
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How to fill out perpetual wealthfocus super plan
How to fill out Perpetual WealthFocus Super Plan (including Wholesale) – Superannuation Contributions Splitting Application Form
01
Obtain the Superannuation Contributions Splitting Application Form from the Perpetual WealthFocus website or your financial advisor.
02
Begin by filling in your personal details in Section A, including your name, address, and contact information.
03
Include details of your superannuation fund in Section B, specifying the fund name and your member number.
04
In Section C, provide the details of your spouse or partner, including their superannuation fund information for the split.
05
Clearly state the amount or percentage of contributions you wish to split in Section D.
06
Review all entered information for accuracy to ensure there are no mistakes.
07
Sign and date the application form in Section E to validate your request.
08
Submit the completed form to your superannuation fund, either by mail or electronically as directed.
Who needs Perpetual WealthFocus Super Plan (including Wholesale) – Superannuation Contributions Splitting Application Form?
01
Individuals who want to share their superannuation contributions with their spouse or partner.
02
Couples looking to optimize their retirement savings through contribution splitting.
03
Members of Perpetual WealthFocus Super Plan who are eligible for contributions splitting.
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People Also Ask about
What is the bring forward rule for superannuation in 2025?
From 1 July 2023 to 30 June 2025 the limit was $1.9 million. From 1 July 2025, if your TSB is $1.76 million or more on 30 June of the previous financial year, you are limited in the available amount of bring-forward contributions you can make.
What is the 5 year rule for superannuation?
Expiry of unused concessional contributions caps After five years, any remaining unused concessional contributions cap amounts will expire. Learn more about concessional super contributions.
How much money can you put into your super every year?
The standard non-concessional contributions cap for the 2024/25 financial year is $120,000. Your eligibility to contribute more than this limit in a single year may be influenced by your total super balance as of 30 June 2023, among other criteria, through the 'bring-forward' rule.
What is the 5 year super rule?
You can carry forward any unused amounts from up to 5 previous financial years. This lets you take even more advantage of the low tax rates for super contributions. Your total super balance must be less than $500,000 at 30 June of the previous financial year in which you wish to make the extra contribution.
What happens if you put more than 27500 into 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.
What is the primary purpose of contribution splitting in superannuation?
Contribution splitting is a financial strategy that allows you to distribute certain before-tax (concessional) contributions to your spouse's super account. This approach is designed to even out super balances between partners and aim for more balanced retirement savings and tax benefits.
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What is Perpetual WealthFocus Super Plan (including Wholesale) – Superannuation Contributions Splitting Application Form?
The Perpetual WealthFocus Super Plan (including Wholesale) – Superannuation Contributions Splitting Application Form is a document used by members of the Perpetual WealthFocus Superannuation Fund to request the splitting of superannuation contributions between them and their spouse, enabling tax-effective retirement savings.
Who is required to file Perpetual WealthFocus Super Plan (including Wholesale) – Superannuation Contributions Splitting Application Form?
Members of the Perpetual WealthFocus Super Plan who wish to split their superannuation contributions with their spouse, typically to maximize retirement savings opportunities, are required to file the form.
How to fill out Perpetual WealthFocus Super Plan (including Wholesale) – Superannuation Contributions Splitting Application Form?
To fill out the form, members should provide their personal details, including their name, membership number, and details of the spouse receiving the contributions. They must also specify the amount to be split and sign the declaration section to authorize the split.
What is the purpose of Perpetual WealthFocus Super Plan (including Wholesale) – Superannuation Contributions Splitting Application Form?
The purpose of the form is to allow superannuation fund members to allocate a portion of their contributions to their spouse's super fund, enhancing their spouse's retirement savings and potentially optimizing tax benefits.
What information must be reported on Perpetual WealthFocus Super Plan (including Wholesale) – Superannuation Contributions Splitting Application Form?
The information required to be reported includes member details (name, address, membership number), spouse details (name and superannuation fund details), the amount of contributions to be split, and the member's signature to authorize the transaction.
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