Creating downsizer contribution documents

In this video, Aaron demonstrates how to use the form to complete the downsizer contribution minutes, along with pre-populating the ATO 'downsizer contribution into super' form.

More information about the qualifying conditions including flowchart to determine eligibility can be found on the resources page (restricted access for members-only).

You can view the sample document here.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us