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How do I make use of the bring-forward rule for non-concessional contributions?

Where applicable, the bring-forward rule is automatically triggered on non-concessional contributions and you don’t need to submit additional paperwork to us for the bring-forward rule to apply.

This is because all contributions made into your Netwealth superannuation accounts are reported to the Australian Taxation Office (ATO).

Any ATO requirements will be communicated directly from the ATO to you as the account holder.

Please keep in mind that excess contributions are not monitored by us and the management of contribution caps and considering eligibility for the bring-forward rule is your responsibility as the account holder.

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