Jun 2022
Find out if you’re eligible and how to make your application.
You are eligible to claim a tax deduction for any personal contributions you make to your super if you are:
If you meet the eligibility conditions and wish to claim a tax deduction you can notify us by completing and returning the Claiming a deduction for personal super contributions form.
This form is only to be used for eligible contributions you have not previously lodged a claim for. If you wish to vary a previous claim notice, you will need to complete a Notice of intent to claim or vary a deduction for personal super contributions form and return it to us (available at ato.gov.au).
By claiming a tax deduction for your personal super contributions you may reduce your tax liability. The personal contributions you claim as a tax deduction will:
You will also no longer be eligible for a Government co-contribution on the amount you claim.
*Carry forward provisions apply for up to five years of unused concessional contribution cap amounts
Once you send your form to us, we will acknowledge receipt and confirm our agreement to the amount you intend to claim. After you receive this acknowledgement, you can reduce the amount you’re claiming if you wish, including reducing the amount you claim to nil.
To claim a tax deduction for your personal super contributions, you must lodge the Claiming a deduction for personal super contributions form with us by the earlier of:
IMPORTANT: To claim a deduction for your personal super contributions, you must compete the form and receive
acknowledgement from us before you lodge your income tax return.
Completing the Claiming a deduction for personal super contributions form is critical to enabling you to claim a tax deduction for your personal super contributions.
You’ll the need to wait until you receive acknowledgement from us before you lodge your tax return. Once you have lodged your tax return, you are no longer able to claim a tax deduction for any contributions made in that financial year.
Jun 2022
Jun 2022
May 2022
Potter Building – Ground Floor, Mater South Brisbane Campus
Annerley Road South Brisbane Queensland
1300 368 891
information@mercysuper.com.au
