If one partner in a relationship has significantly more superannuation than the other it may be a good idea to equalise your balances over time. This may provide for better outcomes in the future, such as allowing access to super at different ages and, possibly, reducing tax.

Many super funds offer spouse accounts to easily facilitate this.

Up to 85% of concessional contributions can be split to a partner.

If you would like to discuss this or to implement it please call.

Contact Us

Suite 4.01, 9 Help Street, Chatswood, NSW, 2067
1300 349 188
[email protected]

 

Our mailing address is:

PO Box 5245
West Chatswood NSW 1515

 

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