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  • Defined benefit income cap tool

    The Defined benefit income cap tool helps you work out if the defined benefit income cap applies to you based on your superannuation capped defined benefit income streams. If the cap does apply it calculates the defined benefit cap, the assessable amount to be included in your income tax return and the amount of tax offset that may be allowable.

    You will need

    • All your PAYG payment summaries for any superannuation capped defined benefit income stream

    Disclaimer:

    All outcomes provided by this calculator are based on the information you provide and the defined benefit threshold available at the time of calculation. You should use the outcomes as an estimate and for guidance purposes only.

    Next step:

    Last modified: 25 Jun 2018QC 55642