Work Test Declaration

Overview

The Work Test Declaration report in Simple Fund 360 provides documentation from a member to the trustee(s) of the fund confirming that the member has satisfied the ATO work test or qualifies for a work test exemption in the relevant financial year.

The declaration confirms that the member is aged between 67 and 75 inclusive and has met the work test requirement of being gainfully employed for at least 40 hours in a consecutive 30‑day period. It serves to document that the member has satisfied the condition to claim a tax deduction for a personal superannuation contribution.

Instructions

To generate a Work Test Declaration for a member:

1. Navigate to the Reports screen:

   From the Main Toolbar, go to Reports.
   Select Reports.

   
    

2. Search for Work Test Declaration:
   
    
3. Select the green arrow to add the report to the Report Pack List. 
   
    
4. Select Settings.
5. Input the reporting date, and select the member the declaration will be prepared for.
   
    
6. Click OK