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Adviser Contribution Checklist

Section: 2.3

  • Does the member need to meet the work test for the contribution to be made?
  • Is the contribution limited because it is a fund-capped contribution?
  • Does the fund require the member's tax file number for the contribution to be made?
  • How much of the relevant contribution cap does the member have remaining?
  • If considering utilising the bring-forward provisions:
    • did the member trigger it in the two previous financial years and
    • were they 64 or under on 1 July 2017?

Last modified: Friday, July 28, 2017