Ato super contributions. You must pay SG contributions by the quarterly due dates – 28 days after the end of each quarter to avoid the SG charge. Ato super contributions

 
 You must pay SG contributions by the quarterly due dates – 28 days after the end of each quarter to avoid the SG chargeAto super contributions A rollover is when you, as a member, transfer some or all of your existing super between super funds, including SMSFs

Contributions caps. At the Income tests heading: Enter at Tax-free government pensions or benefits the total amount of tax-free pensions and benefits you received during 2021–22. Contributing more than the caps to your super may mean having to pay extra tax. Before-tax super contributions cap. 7 million cap. 2 million to the Australian Taxation Office (ATO) in 2023–24. Employment termination. you were under 71 years old on 30 June 2022. you're a high-income earner. OTE is the amount you pay employees for their ordinary hours of work, including things like commissions and shift loadings. If an employee doesn’t provide you with the correct details, or the fund can’t accept your contributions, you will need to request their stapled super fund details from the ATO. Set up your systems to pay super contributions electronically to the right fund. How to pay super, the amount to pay and due dates for payment. Super contributions to defined benefit and constitutionally protected funds Find out about caps on contributions to defined benefit funds and constitutionally protected (CPF) funds. For your self-managed super fund (SMSF) to receive concessional tax treatment, you must elect to be a regulated super fund and comply with the provisions and regulations of the: Superannuation Industry (Supervision) Regulations 1994 (SISR). This contribution is a legislative requirement payable by all employers. The clearing house distributes the payment to each employee's super fund according to your instructions. 1. Contributing more than the caps to your super may mean having to pay extra tax. If your income and concessional super contributions total more than $250,000, check if you have to pay Division 293 tax. Payments from super. The low-rate cap amount for the 2023–24 financial year is $235,000. making personal super contributions (and a non-concessional contribution may make you eligible for the government's super co-contribution) transferring any super you. If you have a tax file number (TFN) you can make personal super contributions into a super fund of your choice and you may: be able to claim a tax deduction for your super contributions; be eligible for the low-income super tax offset; be eligible for the super co-contribution on contributions you don't claim a deduction forThe super guarantee charge (SGC) applies when employers don’t pay the minimum amount of super guarantee (SG) for their eligible employees to the correct fund by the due date. Always confirm the details of any super contributions with your accountant or tax agent. This means you pay the 15% super tax on your contribution. Deductions. The small business CGT concessions allow you to reduce, disregard or defer some or all of a capital gain from an active asset used in a small business. Some unfunded defined benefit funds require you to contribute a percentage of your salary to your super. If you are under 67, the Australian Taxation Office (ATO) says your fund can accept all (including personal contributions) regardless of whether you have retired or are still working. As an employer, the most common type of super contribution you will be making is your quarterly SG contribution obligation. Rates and thresholds apply to contributions, employment termination payments, super guarantee and co-contributions. (salary sacrifice, 'contribute and claim' and employer contributions) $27,500. This is now reviewed annually to remain in line with average weekly ordinary time earnings (AWOTE). you're a high-income earner. myTax instructions 2023. The tax offset for eligible spouse contributions can't be claimed for super contributions that you made to your own fund, then split to your spouse. Income thresholds. Division 293 tax. Estimating your super. This is the maximum you can contribute in any one financial year. Division 293 tax. Super paid after a person's death is called a 'super death benefit'. From 1 November 2021, you may need to request ‘stapled super fund’ details from the Australian Taxation Office (ATO) where an employee doesn’t choose a super fund; pay super contributions for eligible employees four times a year, by the quarterly due dates, or more frequently if. Say from 2018-19 to 2021-22, your concessional contributions amounted to $15,000. These contributions are taxed at 15%. Employers need to make super guarantee (SG) contributions to an employee's super fund for every quarter and ensure that they are received by the fund by the following dates: Quarter 1 (July–September) – due 28 October. Information you need before using the tool. What is the right way to notify my super fund that I want to contribute a carry-forward contribution for amounts still available from the 2018-19 financial year? I called my super fund about this and they advised me to fill out a 'Notice of intent to claim a deduction for personal super contributions' form for both 2018-19 and 2019-20 with the amounts. 1 April – 30 June. If your spouse died during 2021–22 and you did not have another spouse on or before 30 June 2022. Super contributions to defined benefit and constitutionally protected funds. From 1 July 2017 to 30 June 2021, the concessional contribution cap for each year was $25,000. Your SMSF must lodge an. Your employer must pay SG contributions into your super account at least every three months. Your total superannuation balance at 30 June 2021 was less than $1,600,000. Your employer is required to make SG contributions into your super account of $3,780 ($36,000 x 10. The general concessional contribution cap is $27,500 per person. If your income and concessional super contributions total more than $250,000, check if you have to pay Division 293 tax. accumulation phase are taxed at 15%. 9 million from 1 July 2023) From 1 July 2021 to 30 June 2023, the Total Super Balance limit was $1. phone 1800 199 010 between 8:00 am and 6:00 pm, Monday to Friday (local time), except national public holidays. If you're eligible for a low income contribution of less than $10, the ATO will round this up to $10. 0 million for the ATO to improve data matching capabilities to identify and act on cases of SG underpayment by employers and $13. Find, recover and consolidate lost super. You may be able to elect to receive a late payment offset (LPO). Source: ato. If you're 55 or over, you might be able to add up to $300,000 to your super tax-free when selling a property you've lived in. Worksheet 2; Row. As a guide, employers contribute at least 11% of an employee's earnings to super. Step 3. Paying super contributions. Hybrid super funds. Use our employer contributions. If Jenny and Tom’s house sold for $400,000, they could each contribute $200,000 to their super. 20 =$7,000) and. Use this tool to check if you are. The fundamentals behind the ‘carry forward’ unused cap rules are outlined below. Module 1: Overview of superannuation. How To Claim The Superannuation Co-contribution. Aged under 75*. An example of a reportable employer superannuation contribution is a contribution made on your behalf under a salary sacrifice arrangement. You will need to wait until your employer marks your income statement as 'Tax ready' before you prepare and lodge your tax return. Division 293 tax is charged at 15% of the excess over the threshold or the taxable super contributions, whichever is less. It is possible for your reportable super contributions in any one year to consist of both personal concessional contributions and reportable employer super contributions. At Prepare return, select 'Add/Edit' at the Income tests banner. Contributing more than the caps to your super may mean having to pay extra tax. Request to adjust concessional contributions. The concessional contributions cap includes employer contributions, as well as any salary sacrifice contributions you make. on the investment earnings in the fund, which in the. whether you take the benefit as an income stream or a lump sum. The concessional contributions cap includes employer contributions, as well as any salary sacrifice contributions you make. 6 million on 30 June of the year. The super guarantee charge (SGC) applies when employers don’t pay the minimum amount of super guarantee (SG) for their eligible employees to the correct fund by the due date. Payments from super. Super for self-employed people. From 1 July 2021, the concessional contributions cap is $27,500. It is a legal requirement for rollovers to be processed electronically, using 2 components: a data message. This includes: $27. The minimum SG is calculated as a percentage of each eligible employee’s earnings (ordinary time earnings) to a complying super fund or retirement savings account (RSA). Opinion. Defined benefits and constitutionally protected funds. Government super contributions. Summary. super fund details before making a super contribution. the contributions are out of your before-tax or post-tax income. gov. This means that the maximum super guarantee amount an employer is required to contribute is the equivalent of 11% of $62,270 per quarter (equivalent to $249,080 for the. Division 293 tax may reduce the tax concession on super contributions for individuals. Some super funds require employers to contribute monthly. SuperStream transmits money and information consistently across the super system – between employers, funds, service. small business 50% active asset reduction. au Additional tax and super considerations There are other circumstances that can affect how much you can contribute and the amount of tax you pay on your super, including spouse contributions offsets and downsizer contribution measures. External Link. To be eligible to make after-tax contributions, you must have less than $1. You may be able to claim a tax offset of up to $540 per year if you make a super contribution on behalf of your spouse (married or de facto) if their income is below $40,000. You may have to pay more tax if you exceeded the non-concessional contributions cap. OTE is the amount you pay employees for their ordinary hours of work, including things like commissions and shift loadings. Paying super contributions for eligible employees, including how much to pay, how to pay and payment dates. The minimum SG is calculated as a percentage of each eligible employee’s earnings (ordinary time earnings) to a complying super fund or retirement savings account (RSA). If your super contributions exceed the limit you may be required to pay excess contributions tax of up to 47%. Step 2: Apply that proportion to calculate the tax-free component of Peter’s lump sum as follows: $50,000 x 25% – $12,500. Rates and thresholds apply to contributions, employment termination payments, super guarantee and co-contributions. The more you contribute during your working life, the more you'll have for your retirement. Module 2: Working out if you have to pay super. Contributions caps. gov. The calculator doesn't calculate nominal interest. The investment earnings on your super are also only taxed at 15%. b. 7 million. For 2023/24 the maximum superannuation contribution base is $62,270 per quarter. Your personal contributions must reach your super fund by 30 June for you to receive a government co-contribution for that financial year. From 1 July 2021, the non-concessional contributions cap is $110,000. Select Save and continue when you have completed the Income tests section. Check your super has been paid. 4. e. Insurance premiums are contributions. Payment errors. You may have to pay more tax if you exceeded the non-concessional contributions cap. Whether you’re paying super weekly, monthly, or quarterly, it’s important to check that you’ve applied the correct rate. The ATO sends an excess non-concessional contributions tax release authority to Vinnie's super fund instructing them to release $47,000 from his super. How to complete your tax return or refund of franking credits application using myTax. Module 5: Paying super contributions. Information you need. Unused cap amounts can be carried forward for up to five years before they expire. au Concessional contributions These are before tax contributions, such as productivity, salary sacrifice contributions and membersalary-sacrificed super contributions are classified as employer super contributions that are taxed in the super fund (instead of being employee super contributions from after-tax income). Division 293 tax. You. Use this decision tool to check if you need to make super guarantee (SG) contributions for any individuals you employ. au or call us on 1300 360 149. The minimum SG is calculated as a percentage of each eligible employee’s earnings (ordinary time earnings) to a complying super fund or retirement. you did not exceed your non-concessional contribution cap. Contributions for spouses or children. Your total super balance needs to be less than $500,000 on 30 June of the previous financial year. You must pay SG contributions by the quarterly due dates – 28 days after the end of each quarter to avoid the SG charge. concessional) rate of tax. They are taxed at a flat rate of 15% in your super fund. You can contribute a total of up to $27,500 (concessional contributions cap) before tax each financial year from 1 July 2021. For more information visit ato. If you claim a tax deduction for them, they're concessional contributions and are effectively from your pre-tax income. 18 years or older, you pay it regardless of how many hours they work. The super fund pays the $47,000 to the ATO in compliance. This change will help address the $5 billion a year scourge of unpaid super by making it easier for workers to keep track of payments and for the Australian Taxation Office (ATO) to monitor compliance. DECEMBER 2022 Page 1 of 4 Claiming a tax deduction for personal super contributions CLAIM A TAX DEDUCTION 1 Complete the Notice of intent form on pages 3 and 4. EFT or BPAY direct to the fund Example: 2 part tax offset for spouse super contributions. Division 293 tax may reduce the tax concession on super contributions for individuals. From 1 July 2017 to 30 June 2021, the concessional contribution cap for each year was $25,000. The tax must be paid from the super fund and the ATO will issue a compulsory commutation notice to the fund who will pay the tax to the ATO. Although RESC are not included in your employee’s assessable income. Division 293 tax is an additional tax on super contributions, reducing the tax concession for individuals whose combined income and concessional contributions for Division 293 purposes is more than $250,000. Your total income for 2021–22, was less than $56,112. the taxable value of the car fringe benefit will be $7,000 (which is the cost of the car multiplied by the statutory rate, in this case $35,000 × 0. This may occur, for example, if the account has since been closed or a defined benefit account won't accept your contributions. The quarterly MSCB does not apply to other mandated contributions, such as super contributions you are paid under an industrial award or enterprise agreement. the matching rate was set at 50%. You can boost your retirement savings by making voluntary super contributions, such as by: setting up a salary sacrifice arrangement with your employer. Step 4: Report unpaid super. The 2021–22 concessional contributions cap is $27,500 unless you carry-forward unused concessional contributions amounts from previous financial years. Claiming a tax deduction on your after-tax contribution essentially changes it to a before-tax contribution. If employees do have the power to vary their employer contribution rate, the amounts over any compulsory contributions made will be reportable employer super contributions. Being paid the right amount of super and making extra contributions. Additional eligibility requirements were added from 1 July 2017 which includes: having a total superannuation balance of less than $1. Offer employees a choice of super fund and keep records that show you've done this. Adjustments. These contributions must be reported annually to the ATO, but compulsory super payments like your quarterly SG contributions. Australia's superannuation system is the main way most people save for their retirement. From 1 July 2021 the general concessional contributions cap is $27,500 as a result of indexation in line with average weekly ordinary time earnings (AWOTE). This is called ‘contributions splitting’. Instead of paying $4125 tax on a $27,500 super contribution, reducing the contribution to $23,375, a potentially extra $4125 in tax will reduce this to $19,250. For eligibility criteria visit ato. To effectively administer the super system, it's important that tax file numbers (TFNs) are provided when contributions are made to a super fund or RSA. From the 2017–18 financial year, the. There are 2 types: Reportable employer superannuation contributions; Reportable personal concessional contributions. the most recent 30 June balances reported by your super funds. Once you lodge your tax return for the 2023-24 financial year, the ATO will pay any eligible co-contributions into your First Super account automatically. For example, people earning between $45,001 and $120,000 pay a marginal tax rate of 32. From 1 November 2021, where an employee commences employment but has not nominated a super fund, the employer is required to make contributions to the employee’s existing super fund (in circumstances where they have one). This means the before-tax contributions made to a super fund – these are taxed at a lower (i. The concessional contributions cap was temporarily increased to $35,000: for the 2013–14 financial year if you were 59 years or over on 30 June 2013. If your income and concessional super contributions total more than $250,000, check if you have to pay Division 293 tax. Schedule 3 in the SuperStream legislation, standards and schedules. Module 4: Calculating super guarantee. bring-forward arrangement for non-concessional contributions; total super balance. Adding to your super. To claim a deduction, you must first give your super fund or RSA provider a valid notice of intent and receive an acknowledgment form from your. $17,353 if no employee contributions are made. From 1 July 2020 to 30 June 2022, if you were aged 67 to 74 and your TSB was below $300,000 at the end of the previous year, you can make voluntary super contributions for 12 months from the end of the financial year in which you last met the work test. Before-tax contributions are generally taxed at 15%, unless you: earn more than $250,000 p. SuperStream. Step 2: If your spouse claimed a deduction for personal superannuation contributions at question D12 on their tax return (supplementary section), add the deduction amount to the result from step 1. Why and how to pay yourself super. The minimum SG is calculated as a percentage of each eligible employee’s earnings (ordinary time earnings) to a complying super fund or retirement savings account (RSA). the amount of ATO-held super is $200 or more. Super co-contributions work by the ATO adding up to $500 to your super fund if you have made any non-concessional contributions, again, subject to you meeting certain eligibility criteria. If your total income is equal to or less than $43,445 in the 2023/24 financial year and you make after-tax contributions of $1,000 to your super fund, you’ll receive the maximum co-contribution of $500. Choose the right investment options for you. For quarters beginning on or after 1 January 2020, a salary-sacrificed contribution cannot be offset against the SGC. Opinion. $17,353 if no employee contributions are made. *. For most people, 15% is lower than the marginal tax rate you pay on income. OTE to work out the minimum super guarantee contribution for your employees. Contributions caps. Your employer is required to make SG contributions into your super account of $3,780 ($36,000 x 10. The concessional contributions cap is the maximum amount of before-tax contributions you can contribute to your super each year without contributions being subject to extra tax. Concessional contributions can come from several sources, these being from your employer, from pre-tax salary. How much you can contribute. Use this checklist to review the health of your super in 5 easy steps. You can add to your super with extra contributions from your take-home pay or savings. Contribution caps are the limits on how much you can pay into your super fund each financial year without having to pay extra tax. Personal superannuation contribution deduction – notice of intent to claim (NOI) Adding to your super. For employees who commenced from 1 November 2021, you can only make contributions to your default fund if the ATO advises there is no stapled super fund. This lets us know the amount you’d like to claim. The ATO issues Vinnie with an excess non-concessional contribution tax assessment for $47,000 ($47% of $100,000). Calculation of contributions tax, including standard contributions tax and Division 293 tax for high income earners. Check your super has been paid. under 18 years old, you pay it if they work more than. The first is to release the excess amount from your superannuation and pay personal tax on an. Adding to your super. 7 million. Module 7: Reducing the risk. Where possible, we will notify you if we do this. Income. Paying super contributions. offer eligible employees choice of super fund. Your total superannuation balance at 30 June 2021 was less than $1,600,000. Your Total Super Balance (TSB) must be under $500,000 as at 30 June in the previous financial year. From 1 July 2022, you can accept all types of non-mandated contributions, except downsizer contributions (these can only be made if the member has reached eligible. As an example, say your salary is $36,000. Case studies. Super contributions to defined benefit and constitutionally protected funds. Additional eligibility requirements were added from 1 July 2017 which includes: having a total superannuation balance of less than $1. This form notifies us that you made concessional contributions in one financial year (year 1) but your self-managed superannuation fund (SMSF) did not allocate them to you until the next financial year (year 2). Where possible, we will notify you if we do this. If possible, try to resolve your complaint by discussing it with your employer before reporting them. For more information, see: Non-concessional contributions cap. If you took all the above steps and want to request a reduction in the resulting SGC liability, phone us on 13 10 20. This means it will count towards the annual concessional contribution cap of $27,500. You did not exceed your non-concessional contribution cap. 3 min read. If you’re a low-income or middle-income earner, you may be eligible for super contributions from the Australian Government. you're a high-income earner. Non-employer contributions. made a subsequent SG payment to an alternate super fund, and. Choose the right investment options for you. 2021-22. the tax-free and taxable components of the super. 5% in 2022–23). Last modified: 02 Aug 2023 QC 73085. you are aged less than 65 years. Module 2: Working out if you must pay super. This decision tool helps determine if your employees are eligible for super guarantee (SG), including any contractors treated as employees for super purposes. A concessional contribution is defined as a contribution to your super fund before tax. Check if you're eligible to receive super contribution payments from the government. Sam will sacrifice. Note: A nomination to offset late payments is binding and cannot be changed. When a person dies, in most cases their super fund pays their remaining super to their nominated beneficiary. the matching rate was set at 50%. The super co-contribution calculator is a tool to help individuals, including the self-employed, estimate their co-contribution entitlement and eligibility, based on information provided about: income; personal super contributions. A concessional contribution is defined as a contribution to your super fund before tax. phone the National Relay Service on 13 36 77 (if you have a hearing, speech or communication impairment). Note: Payments may take up to 7 business days to be transferred through the ATO and super fund before they reach the employee's super fund account. Contributions you can make as a retiree (by age) 1. made an SG payment to the stapled super fund before the due date and that payment was rejected. a1. How to use the SGC statement and calculator tool. Contributing more than the caps to your super may mean having to pay extra tax. You can't claim a deduction until you've received acknowledgement back from your fund. . How super fund members can claim or vary a deduction for personal contributions made after 1 July 2007 (NAT 71121). $4,145 if employee contributions of $7,000 are made. making personal super contributions (and a non-concessional contribution may make you eligible for the government's super co-contribution) arranging for your spouse to. It still applies if you want to claim a personal super contribution deduction. Check when to use this workbook and why we need the information, and how to get it in a portable document format (PDF). Extra contributions may include salary sacrificed. Part of your obligations as an employer is to pay super guarantee (SG). Michael adds to super, saves tax and gets a bonus government co-contribution Michael age 30 $52 a fortnight $106 a fortnight Yearly salary $40,000 $40,000 Salary sacrifice (before tax) contribution $624 $2,418 After-tax super contribution $858 $858From 1 July 2022, you can accept all types of non-mandated contributions, except downsizer contributions (these can only be made if the member has reached eligible age). Generally, if your income plus super contributions is: under $250,000 p. Carmel is 46 years old and her income is $38,000 in 2021–22. If your income and concessional super contributions total more than $250,000, check if you have to pay Division 293 tax. secure mail for tax practitioners. super. your spouse. However, if the cap is exceeded, they may need to pay extra tax. Hybrid funds are super funds that provide a combination of accumulation benefits and defined benefits. In the 2022–23 financial year, Julie’s employer makes a super guarantee contribution of $3,360 into her super fund. See super. SuperStream. 2022-23. The 12% employer super contributions are not reportable because the employees have no influence over the contribution rate. making personal super contributions (and a non-concessional contribution may make you eligible for the government's super co-contribution). Johnson Pty Ltd must record the extra contributions made for Adnan as reportable employer super contributions. When making voluntary concessional contributions, you should remember that SG contributions also count towards the cap. An assessment by the ATO of an excess non-concessional contribution will provide you with two options. the matching rate was set at 50%. /individuals/super/in-detail/growing-your-super/claiming-deductions-for-personal-super-contributions You can use a salary sacrifice arrangement to have some of your salary or wages paid into your super fund instead of to you. phone on 13 10 20 between 8:00 am and 6:00 pm local time Monday to Friday. Catch-up concessional contribution can accrue from 2018/19. Hybrid funds can provide:for personal super contributions visit the Australian Taxation Office (ATO) website at ato. Why and how to pay yourself super. the maximum co-contribution entitlement was set at $500. How to complete this form. This lets us know the amount you’d like to claim. Dinah is self-employed and can claim a tax deduction Dinah is a self-employed cleaner and earns $55,000 each year as a sole trader. If your total income is between $43,445 and $58,445 in the 2023/24 financial year, your maximum entitlement will reduce progressively as your. 9 million in 2023-24. ExamplesDefinition: Concessional contributions are taxed at the ‘concessional’ super rate of 15% for people on incomes up to $250,000. A downsizer contribution is a non-concessional contribution, but it doesn’t count towards the contribution cap. Claiming deductions for personal super contributions. au Your entitlement to super as a worker, how to make extra voluntary contributions, and how to keep track of your super. If your income and concessional super contributions total more than $250,000, check if you have to pay Division 293 tax. your total income for 2021–22 was less than $56,112. You can learn more about this on the ATO website. If you choose to have the contributions offset. From 1 July 2017 to 30 June 2021 the general concessional contributions cap is $25,000. From 1 July 2017 to 30 June 2021 the general concessional contributions cap is $25,000. See also. Your superannuation investment grows through: your employer's compulsory super guarantee contributions (concessional contributions) any voluntary contributions out of your pre-tax income, such as salary sacrifice and personal contributions you're allowed as an income tax deduction ( concessional contributions). gov. You don’t need to notify your super fund or the ATO, or even fill in an application, as your super fund automatically reports all your contributions to the ATO. The minimum super contribution for Sue for the pay period is: $3,000 × 11% = $330. The limits are called 'contribution caps': Personal contributions you are allowed as an income tax deduction count toward your concessional contributions cap. She made a personal contribution of $10,000 to her super. you have not made a request to transfer ATO-held super to your preferred super fund. you exceed the concessional or non-concessional contribution caps. If you don't meet your super guarantee (SG) obligations, you may have to pay additional penalties or charges on top of the super. 6 million on 30 June of the year before. Extra contributions may include salary sacrificed amounts an employee has arranged to have deducted from their pre-tax income and paid into their super fund. This tells us the amount you want to claim. At the end of the income year, ABC includes $8,700 on Pieter’s payment summary as reportable employer super contributions: The super guarantee amount of $5,700 is not included anywhere on the payment summary. Contributions for spouses or children. Tax offsets. You can also make payments more frequently than quarterly, for example fortnightly or monthly. making personal super contributions (and a non-concessional contribution may make you eligible for the government's super co-contribution) transferring any super you. Payment errors. If your total income is between $43,445 and $58,445 in the 2023/24 financial year, your maximum entitlement will reduce progressively as your. How much to contribute to super. If an employee doesn’t provide you with the correct details, or the fund can’t accept your contributions, you will need to request their stapled super fund details from the ATO. Find out more about the super rules for employers and how we make it easier for you to pay it. au The total income used by the calculator to estimate the applicable Division 293 tax is equal to your annual salary before tax and before any salary sacrifice. the higher income threshold was set at $15,000 above the lower income threshold. 20 =$7,000) and. you may miss out on a super co-contribution, if eligible. These are generally: any contributions your employer made for you, including any salary sacrifice contributions. If you do not pay minimum SG contributions for quarter 1 by this date, you must pay the super guarantee. Calculate the tax-free and taxable proportions of Peter’s super interest ($400,000) just before the benefit is paid: Tax-free component of $100,000 = 25%. it will be harder to keep track of your super. 6 million. Super contributions to defined benefit and constitutionally protected funds Find out about caps on contributions to defined benefit funds and constitutionally protected (CPF) funds. the sum of your spouse contributions in the income year. the time they lodge their personal income tax return for the financial year during which the contribution was made. If possible, try to resolve your complaint by discussing it with your employer before reporting them. Superannuation (super for short) is a long-term investment that grows over time. To make non-concessional or spouse contributions you must have a Total Super Balance (TSB) of less than $1. Find out more about searching for lost super on the ATO website. You may be able to claim a tax offset of up to $540 per year if you make a super contribution on behalf of your spouse (married or de facto) if their income is below $40,000. Source:. Superannuation guarantee (SG) contributions for your employees are due by 28 October. An LPO can only be used for contributions paid before you receive an SGC assessment. Super contributions – too much can mean extra tax. For eligibility criteria visit ato. You can boost your retirement savings by making voluntary super contributions, such as by: setting up a salary sacrifice arrangement with your employer. How super fund members can claim or vary a deduction for personal contributions made after 1 July 2007 (NAT 71121).