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Important reminder about claiming a tax deduction on personal contributions

For clients with a policy within super, we will be issuing a notice of intent to claim a tax deduction form in late July should members wish to claim a tax deduction on eligible personal contributions made to the Fund in the current financial year. This form is also available by contacting the Zurich Insurance Only Superannuation Plan (the Plan) at any time on (03) 9621 7275 or zurich.enquiries@iasas.com.au, or from the ATO website

It is important to remember that one of the eligibility criteria required by the ATO is that there must be an active membership in the Plan at the time we receive the completed notice. If a member has left the Plan (e.g. through cancellation of the policy) we are unfortunately unable to action the notice. Please keep this in mind when considering changes to your client’s membership, and ensure notices are submitted prior to the closure of membership.

For more information, please speak to your BDM.