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Superannuation benefit component calculator

Takes 2 to 5 minutes to complete

About the calculator

The aim of the Superannuation Benefit Component calculator is to assist superannuation funds to determine the proportions or percentages of the tax free component and taxable component of a superannuation interest . These values can then be applied to calculate the tax free and taxable component of a superannuation benefit.

The calculation is required as part of the changes to superannuation which are effective from 1 July 2007.

From 1 July 2007, a superannuation benefit will consist of a tax free component and/or a taxable component. Generally, the amounts of the tax free and taxable components of a superannuation benefit are determined using the proportioning rule.

Certain terms used in this calculator may have a special or unique meaning. These terms are underlined and shown in blue. You can click on these terms to access the glossary for an explanation of the term. For more information, refer to the Super Funds homepage.

The tool performs calculations only. It cannot be used to identify reporting obligations or determine the amount of tax payable. A list of other exclusions are available after you start the calculator.

The information used in this calculator is outlined in the publications below.

You can print a copy of the calculator results by selecting the Print option on the browser.

To change any data select the Back button on the browser.

For display purposes, rounding rules have been applied to the results produced by this calculator.

Disclaimer

Calculations performed by this calculator will be based on the information you provide.
Takes 2 to 5 minutes to complete