Taxation

The laws relating to superannuation, including tax laws, can be complex. This section has been prepared as a general guide only and is not personal advice. This document has been prepared without taking into account your objectives, financial situation or needs. Therefore you should consider the appropriateness and relevance of the information, taking into account your specific circumstances.

We recommend that you seek professional tax advice that will consider your individual circumstances. In particular, you should obtain advice concerning tax incentives on contributions, access rules, the tax treatment of payments from superannuation, and how these affect you.

This summary is based on our understanding of Australian tax laws effective as at the date of this PDS. Any of these may change in the future without notice. Further changes in tax laws or their interpretation or associated administrative practices, could affect the tax treatment of members.

Tax on contributions and rollovers
What tax is payable?
Tax treatment of benefit payments
Tax treatment of death benefits
Tax treatment of benefits rolled over
How tax is deducted?
Social security
Tax file number collection