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Downsized contribution into superannuation form For more information on the eligibility requirements to make a downsized contribution, see the following information: nato.gov.au/downsizing downsized

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How to fill out downsizer contribution into superannuation

01

Determine your eligibility: To be eligible for a downsizer contribution into superannuation, you must be 65 years old or older, have owned your home for at least 10 years, and be selling your home.

02

Calculate the maximum contribution amount: The maximum contribution amount is $300,000 per person, based on the proceeds from the sale of your home. This amount does not count towards the other contribution caps.

03

Complete the downsizer contribution into superannuation form: Obtain the required form from your superannuation fund and fill it out with accurate information about the sale of your home and the contribution amount.

04

Submit the form to your superannuation fund: Once you have completed the form, submit it to your superannuation fund along with any supporting documents they may require.

05

Wait for confirmation: Your superannuation fund will review your downsizer contribution form and notify you once it has been processed. They may also provide you with information on any tax implications or restrictions associated with the contribution.

Who needs downsizer contribution into superannuation?

01

Individuals who are 65 years old or older and are looking to downsize their home may consider making a downsizer contribution into superannuation.

02

People who have owned their home for at least 10 years and are planning to sell their home can take advantage of this contribution option.

03

Those who want to boost their retirement savings by making a one-time large contribution and are not affected by other contributions caps may find downsizer contributions useful.

04

Individuals who are looking to reduce their overall taxable income can also benefit from downsizer contributions into superannuation.

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What is downsizer contribution into superannuation?

Downsizer contribution into superannuation is a special type of contribution that allows eligible individuals aged 65 and over to make a one-time contribution of up to $300,000 per person from the proceeds of selling their home.

Who is required to file downsizer contribution into superannuation?

Individuals aged 65 and over who have sold their home in Australia and meet the eligibility criteria are required to file downsizer contribution into superannuation.

How to fill out downsizer contribution into superannuation?

To fill out downsizer contribution into superannuation, eligible individuals must complete the Downsizer contribution form and submit it to their superannuation fund.

What is the purpose of downsizer contribution into superannuation?

The purpose of downsizer contribution into superannuation is to provide individuals aged 65 and over with an opportunity to boost their retirement savings by making a one-time contribution from the proceeds of selling their home.

What information must be reported on downsizer contribution into superannuation?

The information that must be reported on downsizer contribution into superannuation includes the amount of the contribution, the date of the sale of the home, and the name of the superannuation fund receiving the contribution.

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