ato logo
Search Suggestion:

Superannuation crystallisation calculator

The Superannuation crystallisation calculator is now available.

Last updated 4 July 2016

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: