Understanding Contributions Splitting


Information for advice professionals only.

It may not be as hard as splitting the atom, but contributions splitting can have a similar effect on your client’s retirement savings.

Considering how eligible clients can split certain super contribution with their spouse can be a powerful strategy to boost retirement savings, help with balance equalisation or tax-effectively manage insurance held through super. While not required to be offered by super funds, where your clients have the choice, contributions splitting can open a number of planning opportunities. But watch out, as with many things super there are requirements to be met and timing to be followed.

In this session we will take a closer look at contributions splitting, where it works best and the things to watch out for.

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