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Catch Up Contributions

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All’s fair in love and super: why couples should equalise super

Craig Day
5 September 2019
3

Changes implemented by super reforms since 1 July 2017 have brought greater incentives for spouses to equalise their superannuation balances, including tax and estate planning benefits.

Catch-up contributions are a tax planning opportunity

Stephen Lawrence
20 April 2017

Deferring concessional contributions to a year when an individual’s taxable income is higher by making 'catch-up' contributions can create a sizable tax arbitrage between tax paid within the fund and tax paid personally.

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