Superannuation benefit component calculator

The Superannuation benefit component calculator helps superannuation funds work out the proportions or percentages of the tax free 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.

A superannuation benefit will consist of a tax free component and/or a taxable component. Generally, these components are determined using the proportioning rule.

You can't use the calculator if:

• the member's superannuation interest is from an untaxed source
• the member's superannuation benefit is a disability superannuation benefit
• the member's superannuation interest supports an income stream that commenced to be paid before 1 July 2007, which has not been subject to a trigger event.

You will need to know the:

• superannuation interest amount
• tax free component amount
• amount of the superannuation benefit (optional).

Next step

• Superannuation benefit components calculator – the calculator will take 2 to 3 minutes to complete.

See also

• Calculating components of a super benefit