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Tax benefits for you

Taxation laws are complicated so before making any decisions about a tax-effective superannuation savings strategy, Plum recommends you seek the advice of a qualified financial adviser.

One of the tax benefits that may be available to you if you establish an ESP account for your spouse is the opportunity to claim a tax rebate of up to $540 in your annual tax return3 if you make after-tax contributions into your spouse’s ESP account.

Plum even offers the convenience of BPAY® to make contributions.

Consider an after-tax contribution before 30 June 20084, and you could see the benefits in tax return.

 

 

 

 



3 ,4 See Terms and conditions or download The power of 2 brochure for additional information.
®Registered to BPAY Pty Ltd ABN 69 079 137 518.

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