excess contributions trustee refund?, page-3

  1. 8,917 Posts.
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    Think Frack maybe right.

    However under the latest rules the ATO are being a little more lenient for over funding. Especially if a small amount caused by a technicality.

    If this is the first time and a genuine reason for the mistake, I'd be onto the ATO pronto and fully explain the circumstances and ask them how to proceed. You may be surprised, as IMO the ATO are really concerned with the repeat offenders and the scallywags and can take a reasonable attitude to moms & pops.
 
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