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Superannuation benefit component calculator

Use this calculator to determine the crystallised segment of the tax free component of a superannuation interest.

Last updated 4 July 2016

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

See also