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Better Targeted Superannuation Concessions Working Group key messages 24 July 2025

Key points discussed at the Better Targeted Superannuation Concessions Working Group meeting on 24 July 2025.

Published 8 September 2025

Project update

The government has indicated this measure is still a priority and work has recommenced on the project.

Funds were advised if there is no legislation by 31 October 2025 when the 30 June 2025 member balance reporting is due, reporting will be based on the existing law.

The working group met and continued the discussion on the co-design of the administrative solution for Division 296 and the total superannuation balance change.

Online screens and notice of assessment

Working group members had a walkthrough of the proposed ATO online screens and reviewed examples of draft notice of assessments.

QC105487