Get the free Super contribution splitting request - Macquarie
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Macquarie Wrap Spouse contribution splitting terms and conditions For contributions made from financial year 2007/08 onwards Macquarie Investment Management Limited ABN 66 002 867 003 ADSL 237 492
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How to fill out super contribution splitting request
How to fill out super contribution splitting request:
01
Download the super contribution splitting request form from your superannuation fund's website or contact them to request a copy.
02
Fill out your personal information such as your name, address, and contact details in the appropriate sections of the form.
03
Provide your super fund details, including the name of the fund, the fund's Australian Business Number (ABN), and your member or account number.
04
Specify the amount or percentage of your super contributions that you wish to split with your spouse or partner. This can typically be done by indicating the dollar value or percentage in the relevant section of the form.
05
If you want the contribution splitting to occur for a specific financial year, ensure that you indicate the relevant year on the form.
06
If you have multiple super accounts that you would like to split contributions from, provide the details of each account and the respective amounts or percentages you wish to split.
07
Sign and date the form to confirm your request. Some forms may also require a witness signature.
Who needs super contribution splitting request:
01
Individuals who wish to share their super contributions with their spouse or partner may need to complete a super contribution splitting request. This can be beneficial for couples who wish to balance their superannuation savings or take advantage of tax planning strategies.
02
It is particularly relevant for couples where one partner has a higher superannuation balance or is nearing their preservation age, as it allows for a more even distribution of superannuation savings.
03
Super contribution splitting can also be useful for couples looking to maximize their superannuation benefits, such as accessing government co-contributions or contributing to a spouse's super to take advantage of potential tax offsets.
In summary, individuals looking to share super contributions with their spouse or partner can follow the step-by-step process to fill out a super contribution splitting request. This can be beneficial for couples who want to balance their super savings and take advantage of potential tax planning strategies or government benefits.
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What is super contribution splitting request?
Super contribution splitting request allows a member to split their concessional contributions with their spouse.
Who is required to file super contribution splitting request?
Members who want to split their concessional contributions with their spouse are required to file a super contribution splitting request.
How to fill out super contribution splitting request?
To fill out a super contribution splitting request, members need to complete the appropriate form provided by their super fund and submit it according to the fund's instructions.
What is the purpose of super contribution splitting request?
The purpose of super contribution splitting request is to allow a member to share their super contributions with their spouse in order to potentially improve their overall retirement savings.
What information must be reported on super contribution splitting request?
The super contribution splitting request must include details such as the amount of contributions to be split, the receiving spouse's details, and any other required information as specified by the super fund.
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