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These fact sheets details the options and implications of exceeding the
contribution caps. It also includes a number of examples to illustrate the impact of exceeding the caps.

There are two fact sheets:

1. for contributions made on or after 1st July 2013

2. for contributions made up to 30th June 2013

Note: Due to May 2016 Federal Government budget announcement regarding the introduction of a contribution lifetime cap, some figures in the factsheets may be incorrect, if the announced changes become law. Please ensure all facts are checked before proceeding with any contribution or re-contribution.

Contribution Caps - Exceeding

Exceeding the contribution caps and penalties - after 1st July 2013

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Contribution Caps - Exceeding

Exceeding the contribution caps and penalties - up to 30th June 2013

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