Jacob Fenech
π€ SpeakerAppearances Over Time
Podcast Appearances
My absolute pleasure.
Just a quick note from me before we wrap up today's show.
Jacob discussed making personal super contributions and then claiming a tax deduction for that contribution.
To clarify, if you make a super contribution from your after-tax income, aka you transfer money directly from your bank account to your super fund, you may be able to claim a tax deduction for that.
However, before you claim a deduction for your contribution, you must give your superfund a notice of intent to claim form.
You can find this form by heading to the ATO website, asking your superfund or speaking to your accountant.
According to the ATO website, you may be able to make a claim for this tax deduction after the end of the tax year in which you made the contribution.
For example, up until you lodge your tax return or until the end of the next tax year.
In any case, make sure you understand the rules before claiming a deduction.
For example, make sure your super fund has sent you a written acknowledgement telling you they have received a valid notice before you claim the money in your tax return.
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Kate and I are also on both of those channels.
Finally, if you have any feedback, suggestions for episodes or guests to come on the show, or you just have a question for us, shoot us an email at podcast at rask.com.au.
Yeah, thanks for having me on.
I'm super pumped to be back.
Yeah, definitely.
Definitely.
So, I started off at PwC.
I am currently working for Vialto Partners, which is a relative recent spinoff from PwC.