Get the free CONTRIBUTION SPLITTING FORM - Future Super
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Issued 1 July 2022 Fund ABN 45 960 194 277 | USI 45 960 194 277 010CONTRIBUTION SPLITTING FORM Complete this form if you are intending to split your concessional (before tax) superannuation contributions
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How to fill out contribution splitting form
How to fill out contribution splitting form
01
Obtain the contribution splitting form from the relevant pension or retirement savings provider.
02
Fill in your personal details such as name, address, and account number.
03
Indicate the percentage or amount that you wish to split with your spouse or partner.
04
Sign and date the form to confirm your agreement to the contribution split.
05
Submit the completed form to your pension or retirement savings provider for processing.
Who needs contribution splitting form?
01
Anyone who wishes to split their pension or retirement savings contributions with their spouse or partner.
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What is contribution splitting form?
The contribution splitting form is a document used by individuals to allocate retirement contributions between two or more years, allowing them to effectively manage their retirement savings and tax implications.
Who is required to file contribution splitting form?
Individuals who wish to split their contributions for tax purposes, particularly those with high contributions or those nearing retirement, are typically required to file this form.
How to fill out contribution splitting form?
To fill out a contribution splitting form, individuals need to provide their personal information, details about their contributions, and specify the amounts to be split between the years. Additionally, they may need to include any necessary signatures or supporting documentation.
What is the purpose of contribution splitting form?
The purpose of the contribution splitting form is to allow taxpayers to apportion their contributions over different tax years, which can help in managing taxable income and optimizing tax benefits.
What information must be reported on contribution splitting form?
The form typically requires the individual's name, Social Security number, total contributions made, the amount to be split, and the years between which the contributions are to be divided.
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