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Superannuation
contribution splitting
What you need to do
This form should be used by members to apply to split their superannuation contributions. A limit of one splitting application will be accepted
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How to fill out superannuation contribution splitting
How to fill out superannuation contribution splitting
01
To fill out superannuation contribution splitting, follow these steps:
02
Contact your superannuation fund and request the necessary forms to apply for contribution splitting.
03
Fill out the forms, providing your personal details and the details of your spouse or partner.
04
Specify the amount or percentage of your superannuation contributions that you want to split.
05
Submit the completed forms to your superannuation fund.
06
Your superannuation fund will process your request and notify you of the outcome.
Who needs superannuation contribution splitting?
01
Superannuation contribution splitting may be beneficial for individuals who:
02
- Want to share their superannuation contributions with their spouse or partner.
03
- Wish to equalize their superannuation balances with their spouse or partner.
04
- Have a significant difference in superannuation balances and want to achieve a more balanced retirement savings outcome.
05
- Desire to optimize their superannuation strategies and take advantage of potential tax benefits.
06
- Need to comply with specific requirements outlined in their superannuation fund's policy or governing regulations.
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What is superannuation contribution splitting?
Superannuation contribution splitting allows a person to split their superannuation contributions with their spouse in order to balance their superannuation savings.
Who is required to file superannuation contribution splitting?
Individuals who want to split their superannuation contributions with their spouse are required to file for superannuation contribution splitting.
How to fill out superannuation contribution splitting?
Superannuation contribution splitting can be filled out by submitting the relevant form provided by the superannuation fund.
What is the purpose of superannuation contribution splitting?
The purpose of superannuation contribution splitting is to allow individuals to equalize their superannuation savings with their spouse and potentially maximize their retirement benefits.
What information must be reported on superannuation contribution splitting?
The superannuation contribution splitting form typically requires details such as the amount of contributions to be split, the receiving spouse's details, and the superannuation fund details.
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