Spouse Contribution Tax Offset

Where a taxpayer has a spouse with a low income or who is not working and under 67, they (the taxpayer) may be eligible to make a contribution to superannuation on their spouse’s behalf and claim a tax offset. This has the double effect of helping the spouse grow their retirement savings and also gives the taxpayer a tax benefit at the same time. The maximum tax offset that can be claimed is currently $540 and is available subject to several conditions being met.

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Step by Step Instructions to Appointing SuperGuardian as your Tax Agent Video

Watch this video to see step by step instructions how to appoint SuperGuardian as your Tax Agent.

Appointing SuperGuardian as your Tax Agent

Self-Managed Superannuation Funds are required to use the Client-agent linking nomination process to appoint a Tax Agent or update the

Guide to Pensions in SMSFs

When a member meets a condition of release, they become eligible to commence a pension using some or all of

Valuations for Year End Reporting

It is a legal requirement that all SMSFs record and report all assets at market value. Failure to report assets

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