Bring Forward Contributions

The ability to bring-forward future year entitlements to make non-concessional contributions has been in place for many years now. Prior to 1 July 2020 this could be done by anyone who was under 65 at any time in the financial year and met the total superannuation balance test.

Legislation was eventually enacted to increase this threshold to under 67 years of age, applying to contributions made from 1 July 2020. From 1 July 2022, if you are aged under 75 years at any time in the financial year, you may be eligible subject to conditions we will go through.