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Downsized contribution into super Complete this form to make a downsized contribution by check following the sale of your home. RED SECTIONS FOR YOUR INFORMATIONGREY SECTIONS TO FILL Before you start

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How to fill out downsizer contribution into superannuation

01

Check if you meet the eligibility criteria: You must be 65 years or older, have owned your home for at least 10 years, and the proceeds from selling your home must be eligible for downsizer contribution.

02

Consult with your superannuation fund: Before making a downsizer contribution, it is recommended to speak with your superannuation fund to understand the process and any specific requirements they may have.

03

Complete the downsizer contribution form: Obtain the downsizer contribution into superannuation form from your superannuation fund, fill it out accurately, and submit it along with the required documents.

04

Transfer the funds: Once your downsizer contribution form is approved, transfer the proceeds from selling your home into your superannuation account within 90 days of receiving the funds.

05

Keep records: Maintain records of the downsizer contribution transaction for tax and compliance purposes.

Who needs downsizer contribution into superannuation?

01

Individuals who are 65 years or older and looking to downsize their home.

02

Those who have owned their home for at least 10 years.

03

Individuals who want to contribute the proceeds from selling their home into their superannuation account to save for retirement.

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What is downsizer contribution into superannuation?

A downsizer contribution into superannuation allows individuals aged 60 and over to contribute up to $300,000 from the sale of their family home into their superannuation fund, without it affecting their contribution cap.

Who is required to file downsizer contribution into superannuation?

Individuals aged 60 or older who sell their primary residence and wish to make downsizer contributions to their superannuation fund are required to file for downsizer contributions.

How to fill out downsizer contribution into superannuation?

To fill out a downsizer contribution, you need to complete the Downsizer Contribution Form, which includes your details, information about the property sold, and the amount being contributed to superannuation. This form must be submitted to your superannuation fund.

What is the purpose of downsizer contribution into superannuation?

The purpose of downsizer contributions is to help individuals save for retirement by allowing them to invest the proceeds from selling their family home into their superannuation, enhancing their retirement savings.

What information must be reported on downsizer contribution into superannuation?

The information required includes the contributor's identification details, the address of the home sold, the date of sale, and the amount being contributed to the superannuation fund.

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