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  • Superannuation crystallisation calculator

    The crystallisation calculator helps superannuation funds calculate the crystallised segment of the tax free component of a member's superannuation interest, including any pre-July 1983 component.

    The fund can also use the calculator to work out:

    • the pre-1 July 1983 and post 30 June 1983 days of a member's eligible service period
    • their crystallised pre-1 July 1983 amount
    • their total crystallised segment amount.

    You can't use the calculator if:

    • the member's superannuation interest is from an untaxed source
    • the member's superannuation interest supports an income stream that commenced to be paid before 1 July 2007.

    You will need:

    • the start date of the member's eligible service period
    • the following amounts as at 30 June 2007 for your member
      • superannuation interest amount
      • concessional component amount
      • post-June 1994 invalidity component amount
      • CGT exempt component amount
      • undeducted contributions amount.
       

    Next step:

    Superannuation crystallisation calculator – the calculator will take 2 to 5 minutes to complete.

    See also:

    Last modified: 05 Jul 2016QC 19957