Getting money into super
Adviser Contribution Checklist
- 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 2018?
Last modified: Friday, November 9, 2018