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Fact sheet and former contribution splitting with your spouse T H I S FAC T S H E E T E × P L A I N S T H E R U L E S A N D B E N E F I T S O F S P L I T T I N G S U P E R CO N T R I B U T I O N

How to fill out contribution splitting fact sheet

How to fill out contribution splitting fact sheet

1. To fill out the contribution splitting fact sheet, follow these steps:
2. Start by entering your personal information, such as your name, address, and contact details.
3. Next, provide details about your spouse or former spouse, including their name and contact information.
4. Indicate the effective date of the contribution splitting, which is typically the date of separation or divorce.
5. Specify the portion of your superannuation interest that you wish to split with your spouse.
6. If applicable, mention any specific conditions or limitations for the contribution splitting.
7. Ensure you have accurately completed all the required fields and review the information provided.
8. Sign and date the fact sheet to validate your submission.
9. Submit the completed contribution splitting fact sheet to the relevant authority or your superannuation fund.
10. It is recommended to consult with a financial advisor or seek professional advice before completing the fact sheet to ensure compliance with legal requirements.

Who needs contribution splitting fact sheet?

1. Individuals who are going through a separation or divorce and have superannuation interests
2. Spouses or former spouses who wish to divide their superannuation entitlements
3. People who want to legally split their superannuation contributions with their spouse or former spouse

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What is contribution splitting fact sheet?

Contribution splitting fact sheet is a form used to split contributions between spouses for retirement savings purposes.

Who is required to file contribution splitting fact sheet?

Married individuals who want to split their retirement contributions are required to file contribution splitting fact sheet.

How to fill out contribution splitting fact sheet?

To fill out contribution splitting fact sheet, individuals need to provide details about their contributions and specify the percentage to be split with their spouse.

What is the purpose of contribution splitting fact sheet?

The purpose of contribution splitting fact sheet is to allow married individuals to equally divide their retirement savings contributions with their spouse for tax purposes.

What information must be reported on contribution splitting fact sheet?

Information such as the total contributions made, contribution sources, and the percentage to be split must be reported on contribution splitting fact sheet.