"In addition to the other eligibility conditions, to be eligible for the spouse tax offset:
Does this then exclude eligibility for the Spouse Tax Offset when the spouse is triggering a Bring Forward non-concessional arrangement of, for example $360,000 in lieu of the annual NCC amount of $120,000 ??
So to clarify a spouse contribution of $3,000 plus spouse's bring forward NCC of $357,000
Yes
(pity you can't claim 3 yrs of Offset totalling $1,620 or can you ??)
No
Not exactly what that clause means - but would apply if you make a spouse contribution on top of 360 [Removed by moderator] NCC.
Offset cannot be claimed on any spouse contribution that causes total to exceed NCC cap for that year.
Thanks for the prompt reply Bruce4Tax.
So to clarify a spouse contribution of $3,000 plus spouse's bring forward NCC of $357,000 would allow for a Spouse Tax Offset of $540 ?? (pity you can't claim 3 yrs of Offset totalling $1,620 or can you ??)
So to clarify a spouse contribution of $3,000 plus spouse's bring forward NCC of $357,000
Yes
(pity you can't claim 3 yrs of Offset totalling $1,620 or can you ??)
No
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