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Super contribution splitting presentation

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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 23 February 2006
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This was presented at 40th South Australian State Convention: Let's Celebrate .

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