Keep contribution records ready for review.
Organise contribution types, dates and amounts in one place. Compare recorded amounts with the assumptions you have checked for your situation.
For Australians tracking superannuation contributions.
Know which contribution you are recording
Employer, salary-sacrifice and personal contributions can require different classification and documentation. Record the date, amount, fund information and contribution type carefully. TaxBot’s superannuation workspace helps organise the history, but a label in an app does not establish how a fund or authority will treat a contribution.
Check the limit that actually applies
Caps, eligibility and available arrangements depend on the relevant year and individual circumstances. Check actual fund receipts and timing rather than relying only on a payslip or intended transfer. The example uses a limit supplied by you; it deliberately does not assert that one fixed cap applies to every person or every year.
Use the record for a better planning discussion
An employee may reconcile employer contributions with fund records. A self-employed person may collect personal contribution evidence before seeking advice. A business owner may review employer obligations separately from their own retirement planning. Keep those purposes distinct and discuss uncertainty before making an irreversible financial decision.
Before you begin
- Contribution type, date and amount
- Fund evidence
- Relevant reporting year
- Any applicable limit or eligibility information you have verified
No contribution recommendation, eligibility determination or current statutory cap is supplied by the public example.
Everyday examples
A nurse
Checks contributions across different employers against fund records.
An office employee
Keeps salary-sacrifice records separate from take-home pay.
A self-employed professional
Collects contribution evidence before an adviser discussion.
Compare records with your own target
The target is illustrative and is not a statutory cap or recommended contribution. Enable JavaScript to change the example figures.
Questions
Is the example target the legal cap?
No. It is an editable tracking target. Verify the rules and limits applicable to your year and situation.
Should I use the payment or receipt date?
Keep both where relevant and verify which date applies to the particular contribution and reporting requirement.