Splitting superannuation as part of your financial agreement has many benefits. It means that you stay in control of the process by making your own decisions and choices as to how your super should be split.
By making a private binding Agreement, you bypass adversarial style court proceedings which can be drawn out and costly.
If a private agreement cannot be reached about whether, or how, superannuation should be split, then it may be necessary to apply to the Court for a Court Order.
This Superannuation Agreement Template is provided to you as a Word document. It’s easy to use – just insert your data in the appropriate fields and go to print. The kit includes:-
Whatever your needs, we have an agreement template to suit your situation. If you can’t see your document on the list below please call us on 0266725904 or e-mail us and we will provide a link to the agreement you need.
It’s worthwhile noting that any amount transferred under a superannuation agreement will be treated in accordance with the normal rules that affect superannuation benefits. That is, you can’t take it as cash and go on a world trip unless you’ve already retired.
Industry or Retail Fund – Buy 90C (marriage) including Super Split Agreement
Self Managed Super Fund (SMSF) – Buy 90C (Marriage) including SMSF split
Industry or Retail Fund – Buy 90D (Divorce) including Super Split Agreement
Self Managed Super Fund (SMSF) – Buy 90D (Divorce) including SMSF split
Industry or Retail Fund – Buy 90UD (De facto Separation) including Super Split Agreement
Self Managed Super Fund (SMSF) – Buy 90UD (De facto Separation) including SMSF split
Married, Separated, not yet Divorced
Industry or Retail Fund – Buy 90C (marriage) including Super Split Agreement Only $197
Self Managed Super Fund (SMSF) – Buy 90C (Marriage) including SMSF split Only $197
After Divorce
Industry or Retail Fund – Buy 90D (divorced) including super split Only $197
Self Managed Super Fund (SMSF) – Buy 90D (divorced) including SMSF split Only $197
Defacto Separation
Industry or Retail Fund – Buy 90UD (defacto separation) including super split Only $197
Self Managed Super Fund (SMSF) – Buy 90UD (defacto separation) including SMSF split Only $197