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Seniors and retirees

Beneficiary tax offset and seniors and pensioner tax offset calculator
This calculator will help you determine your eligibility and calculate the amount of seniors and pensioners tax offset or beneficiary tax offset you can claim.
If you have retired, self-funded or receiving an age pension you may be eligible for tax concessions or tax offsets.
Schedule 9 - Tax table for seniors and pensioners
Tax table for payments made to seniors and pensioners who at the end of the relevant financial year are at least 65 years of age. This table also applies to veterans receiving a service pension and/or war widows/widowers receiving an income support supplement from the Department of Veterans’ Affairs who are at least 60 years of age. For payments made on or after 1 July 2017.
Seniors and retirees
If you are over 55, retired or thinking about retirement, you might need to consider how your taxation and superannuation interests will be affected by the decisions you make about income, working and retirement.
Super is money set aside over your lifetime to provide for your retirement, so understanding how to get the most from your super becomes even more interesting and real as you approach retirement age.