Understanding Contributions Splitting

Webinar

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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The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.