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Super contribution splitting presentation

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Published on 05 May 06 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

Since 1 January 2006, spouses have been able to split superannuation contributions. The new measures are intended to assist families to maximise the benefits of superannuation, especially where there is a non-working, or low income spouse. This presentation focusses on:

  • how, when, and with whom, can contributions be split?
  • the taxation consequences for the 'splitting spouse', the 'receiving spouse' and the fund
  • trust deed amendments and other documentary requirements
  • planning opportunities
  • tricks and traps.

Author profile

Steven Wild CTA
Steven is a Partner at Edwards Marshall and a Director of Edwards Marshall Financial Solutions Pty Ltd. Steven is an Authorised Representative of Lonsdale Financial Group Ltd. Steven s principal areas of practice include superannuation, retirement planning, taxation, succession planning and SME management. He divides his time between servicing a range of SME accounting clients and advising a growing portfolio of financial planning clients. - Current at 30 August 2017
Click here to expand/collapse more articles by Steven WILD.

 

This was presented at 40th South Australian State Convention: Let's Celebrate .

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