How to make further spouse contributions

If you have not made a spouse contribution before, then you will need to complete the Spouse contribution - first contribution form.

Once you’ve made your first spouse contribution, the process for adding money to your partner’s super account becomes easier. Here are the steps you need to take.

1. Learn about spouse contributions.

Check that making spouse contributions is the right option for you by reading:

2. Download the form

First, click this link to download an Additional spouse contributions form. You will need to print out the form as you cannot type directly into the form.

The form has four sections.

3. Provide your personal details

If you are making the contribution, you are the contributing spouse. If the contribution is made on your behalf, you are the receiving spouse.

This image shows part of the ‘Section 1 - Your details’ section of the Additional spouse contributions form. In this section, you need to provide the receiving spouse’s GESB member number and personal details, including title, surname, given name or names, date of birth, gender, residential address and postal address (if different from residential), email address and telephone numbers.

These details include your name, date of birth, email address and daytime phone number. First you add the details of the spouse who you are contributing for and then provide your own details. You’ll need to include the member number of your spouse’s GESB account. You’ll notice that we ask for more contact details about your spouse, as this relates to the account the money goes into.

This image shows part of the ‘Section 1 - Your details’ section of the Additional spouse contributions form. In this section, you need to provide the contributing spouse’s GESB member number and personal details, including title, surname, given name or names, date of birth, gender, email address and daytime phone number.

4. Enter the amount you’d like to contribute

Write the amount you’d like to contribute to your spouse’s account. You can only make this contribution by cheque or money order as you have to sign an acknowledgement.

This image shows the ‘Section 2 – Contribution details’ section of the Additional spouse contributions form. In this section, you need to specify the amount you are contributing on your spouse’s behalf. A cheque or money order, made payable to GESB, must accompany this form. Contributions cannot be made by BPAY as an acknowledgement must accompany each contribution (see Section 3 of this form). It also specifies that for every additional spouse contribution you must complete an Additional spouse contributions form. You also need to select which account you would like to contribute to on behalf of your spouse, West State Super or GESB Super.

This form is for additional contributions only. For the first contribution you need to complete Spouse contribution - first contribution form.

5. Read the acknowledgement and sign the declaration

This image shows the ‘Section 3 - Acknowledgement’ section of the Additional spouse contributions form. In this section, the receiving spouse needs to confirm their eligibility to receive contributions from their spouse by ticking if they are under the age of 67 or if they have reached age 67 but not age 75, and worked at least 40 hours in a period of 30 consecutive days in this financial year, or they declare that they are exempt from the work test as they meeting the following conditions. 1. They are aged between 67-74 years 2. They have met the work test in the previous financial year 3. They had a total superannuation balance of less than $300,000 at the end of the previous financial year, and 4. They haven't previously relied on the work test exemption to make contributions. The receiving spouse also needs to acknowledge that in signing this form they 1. Understand that the contribution will be allocated to their eligible GESB account and invested in their nominated investment plan. If you have not nominated an investment plan, all monies will be invested in the My West State Super plan in West State Super or the My GESB Super plan in GESB Super (the default investment plans for these schemes). 2. Have read the relevant Product Information Booklet and the ‘Spouse contributions’ brochure and understand that they contain general information only and do not take into account their investment objectives, financial situation or needs. 3. Understand that any benefits accruing on their behalf in their GESB account are subject to rules and conditions of release applicable to that scheme, including preservation standards (see the ‘GESB Super Product Information Booklet’ or the ‘West State Super Product Information Booklet’ both available at gesb.wa.gov.au/brochures).,,,

This image shows part of the ‘Section 3 - Acknowledgement’ section of the Additional spouse contributions form. Both partners need to acknowledge that in signing this form they confirm that at the time of making this spouse contribution they live permanently together on a bona fide domestic basis as a married couple or de facto partners (including same sex partners) and are Australian residents. The receiving spouse and contributing spouse need to sign and date the completed form. We will send an acknowledgement letter to the receiving spouse once the contribution has been processed. For more information visit gesb.wa.gov.au or call your Member Services Centre on 13 43 72.

You can only receive contributions to your super when you are under the age of 67 or, if you are between 67 and 75, you must have worked at least 40 hours in a period of 30 days in the current financial year, or if you are exempt from the work test.

When you sign the form, you’ll need to acknowledge that you live permanently together on a bona fide domestic basis as a married couple or de facto partners.

You need to also understand how your super is invested and the rules that apply to your spouse’s account.

Your spouse who is receiving the contribution signs first, followed by your signature as the spouse making the contribution.

6. Send the form in

Now that you’ve completed and signed the form, you need to send it with your cheque or money order, made payable to GESB, to:

GESB
PO Box J 755
Perth WA 6842

Australia Post can take up to six business days to deliver regular mail. You will need to take this into account when submitting contributions to us, especially when you need to meet a processing deadline.

Page last updated 01 July 2020