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Super Optimisation Planner

Model catch-up concessional contributions, carry-forward unused caps, non-concessional bring-forward, and drawdown strategies across residency transitions.

Your Super Situation

Contribution Strategies

📊 Base (Employer SGC Only)

No additional contributions. Employer pays SGC, no salary sacrifice.

💰 Max Concessional + Catch-Up

Salary sacrifice to the $30k/yr cap + use carry-forward unused caps (TSB < $500k required).

🏦 Non-Concessional Bring-Forward

Up to $120k/yr non-concessional, or $360k over 3 years if under 67 and TSB < $1.66m.

⭐ Max Both (Concessional + Non-Concessional)

Combined max approach using both caps for fastest balance growth.

⚠️ Non-Resident Super Note: Non-residents can still make voluntary contributions if employed in AU. SGC continues on AU-sourced employment. Super earnings taxed at 15% regardless of residency. DASP only available to temporary visa holders departing AU permanently.

Projection Results

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Includes Division 293 tax, spouse contributions, downsizer contributions, and SMSF comparison.

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Key Contribution Limits (2024–25)

TypeAnnual CapBring-ForwardEligibility
Concessional (pre-tax)$30,000Carry-forward up to 5 yrs if TSB < $500kAny age with employment income
Non-Concessional (after-tax)$120,000$360,000 over 3 yrs if under 67 & TSB < $1.66mUnder 75 (work test 67–74)
Downsizer Contribution$300,000One-time, per personAge 55+, sold main residence 10+ yrs
Co-Contribution (govt)$500 maxN/AIncome < $58,445, at least 10% from work
Spouse Contribution Tax Offset$540 max offsetN/ASpouse income < $40,000