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Downsized contribution into super form https://www.legacy.ato.gov.au/Forms/Downsizercontributionintosuperform/ Last modified: 29 Mar 2022 QC 56139Downsizer contribution into super form When making

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How to fill out downsizer contribution into super

01

To fill out downsizer contribution into super, follow the steps below:

02

Determine if you are eligible for downsizer contributions. You must be 65 years or older, have owned your home for at least 10 years, and meet the other downsizer contribution requirements.

03

Contact your superannuation fund to check if they accept downsizer contributions and to get the necessary forms or information.

04

Fill out the downsizer contribution form provided by your superannuation fund. Follow the instructions on the form and provide all required information.

05

Calculate the amount you wish to contribute as a downsizer. The maximum downsizer contribution is $300,000 per individual or $600,000 per couple.

06

Complete any additional documentation required by your fund, such as a proof of ownership or other supporting documents.

07

Submit the completed forms and documentation to your superannuation fund. Ensure you keep a copy of all documents for your records.

08

Wait for confirmation from your fund that the downsizer contribution has been processed and added to your super.

Who needs downsizer contribution into super?

01

Downsizer contributions into super are suitable for individuals or couples who meet the eligibility criteria and have owned their home for at least 10 years.

02

This option may be attractive for retirees or older individuals who want to downsize their home and use the proceeds to contribute to their superannuation fund.

03

By making downsizer contributions, individuals can potentially boost their retirement savings and take advantage of the downsizer contribution rules.

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What is downsizer contribution into super?

A downsizer contribution into super refers to a one-time, post-tax contribution that individuals aged 60 and over can make to their superannuation fund after selling their home. It allows them to contribute up to $300,000 from the sale proceeds to their super, with couples being able to contribute up to $600,000 collectively.

Who is required to file downsizer contribution into super?

Individuals aged 60 or over who have sold their primary residence and wish to make a downsizer contribution to their superannuation fund are required to file this contribution.

How to fill out downsizer contribution into super?

To fill out a downsizer contribution, individuals must complete a Downsizer Contribution form and submit it to their super fund along with the contribution amount. It is advisable to check with the super fund for any specific requirements.

What is the purpose of downsizer contribution into super?

The purpose of downsizer contributions into super is to enable older Australians to boost their retirement savings after selling their family home, enhancing financial security in retirement.

What information must be reported on downsizer contribution into super?

The information that must be reported includes personal details of the contributor, the amount being contributed, the details of the property sold, and information related to the sale date.

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