Säule 3a – occupational pension funds

06.12.2023

Information

There are a few things to bear in mind from a tax perspective when regarding pillar 3a!

We recommend that you make the bank transfer for your pillar 3a in good time, i.e. by mid-December or before Christmas at the latest.

For the tax authority, the decisive factor is when the amount is credited to your individual pension account. This must happen BEFORE the new year.

Simply triggering the transfer quickly before the end of the year is therefore not enough to deduct the amount in your tax return.

Our team will be happy to answer any questions you may have.

 

Zürich-City
Am Schanzengraben 25
CH-8022 Zürich
E-Mail
T +41 44 344 45 45
Zürich-Seefeld
Klausstrasse 43
CH-8008 Zürich
E-Mail
T +41 43 499 20 20
Zürich-Wollishofen
Zellerstrasse 58
CH-8038 Zürich
E-Mail
T +41 43 399 78 78
Dielsdorf
Wehntalerstrasse 54
CH-8157 Dielsdorf
E-Mail
T +41 44 854 89 89
Winterthur
Technoparkstrasse 3
CH-8406 Winterthur
E-Mail
T +41 52 209 08 10​

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