Superannuation Splitting

Most funds provide a current balance, but defined benefit schemes require actuarial valuation. We ensure all superannuation interests are properly valued for accurate settlement calculations.

Split superannuation is transferred to your own super fund and remains preserved until you meet a condition of release, typically reaching preservation age or retiring. It cannot usually be accessed immediately.

We can issue notices to the ATO requiring disclosure of all superannuation interests. Courts take non-disclosure seriously and can draw adverse inferences or impose penalties.

Superannuation can be split in any agreed proportion. The split doesn't have to match the overall property division ratio - it depends on overall fairness.

Most types can be split including accumulation funds, defined benefit schemes, and self-managed super funds (SMSFs). Each has specific procedural requirements.

After orders are made, funds typically process splits within 4-8 weeks. SMSF splits can take longer due to additional compliance requirements.

Yes, you can nominate your own fund to receive split superannuation. If you don't nominate, the trustee will usually create a new account in the splitting fund.

De facto couples have the same rights to split superannuation as married couples. The process and requirements are identical.

Some insurance policies within super may be affected by splitting. We review these implications and advise on maintaining appropriate coverage.

You need a superannuation information form (not just an account balance statement). We can obtain this through the consent order or application process.

Generally, contributions made after separation are considered for splitting. The valuation date is usually close to the hearing or settlement date, not the separation date.