Contribution acceptance resolution (catch up concessional contributions)
Product type: Standard template | no legal review or advice
Price: $88.00
This contribution acceptance resolution (catch up concessional contributions) applies only to concessional (deductible) contributions made by a member for themselves, where:
- the contribution is in cash (and not by the transfer of property);
- the member has provided his or her tax file number;
- the member was an Australian resident at the time the contribution is made;
- the contribution is made either:
- before the member attains age 75; or
- is made within 28 days of the end of the month in which the member attains age 75; and
- the member has unused concessional contribution cap space from previous financial years which can be carried forward to the current financial year.
This resolution is not suitable if any of the requirements listed above are not satisfied.
Please note: This template document cannot be used for employer contributions, non concessional contributions (including personal contributions not claimed as an income tax deduction), downsizer contributions, rollovers, transfers or contributions made from either personal injury settlements or from amounts to which either the 15 year or retirement concessions of the CGT small business concessions apply.
The document set includes:
- Checklist
- Background notes
- Written resolution
- Acknowledgement and confirmation of the Trustee/s
For superannuation funds governed by non-SUPERCentral or non-Townsends Business & Corporate Lawyers governing rules, please review the applicable trust deed and governing rules to determine if the template is suitable for the Superannuation Fund.
© This document set provides a single use licence for one member - please submit a new set of instructions for an additional member.
For assistance please call the SUPERCentral Help Desk on 02 8296 6266 or make an enquiry.