Superannuation Contribution Capacity Check

SUPERANNUATION CONTRIBUTIONS

CONTRIBUTION CAPACITY REVIEW
Please complete this form for both trustees by entering the concessional (before tax) and non-concessional (after tax) contributions made for each financial year.

You can access this information by logging into your myGov account and navigating to:
ATO → Super → Information → Concessional Contributions.

Important:
Only enter your Concessional Contribution amounts in the input fields on Column 1.
All remaining fields are automatically calculated and must be left blank.

If a financial year shows no contributions, please enter 0.
Client (1) Name
Mobile
Date of Birth:
Email
example@example.com
SMSF Name:

Rows	CONCESSIONAL CONTRIBUTIONS	NON-CONCESSIONAL CONTRIBUTIONS
FY21
FY22
FY23
FY24
FY25
FY26

C1 Concessional Contribution Total
C1 Total Available
FY21 (Max-CC)
FY22 (Max-CC)
FY23 (Max-CC)
FY24 (Max-CC)
FY25 (Max-CC)
FY26 (Max-CC)
Client (2) Name
Mobile
Date of Birth:
SMSF Name:

Rows	CONCESSIONAL CONTRIBUTIONS	NON-CONCESSIONAL CONTRIBUTIONS
FY21
FY22
FY23
FY24
FY25
FY26

C2 Concessional Contribution Total
C2 Total Available
FY21 (C2 Max-CC)
FY22 (Max-CC)
FY23 (Max-CC)
FY24 (Max-CC)
FY25 (Max-CC)
FY26 (Max-CC)
Note: These calculations are indicative only and based on the information provided. Please confirm your exact contribution capacity with your accountant or ATO records.
Should be Empty: