Can I use Retirees TaxPack?



This information may not apply to the current year. Check the content carefully to ensure it is applicable to your circumstances.

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You are eligible to use Retirees TaxPack to fill in your tax return if:

  • you were an Australian resident for tax purposes from 1 July 2006 to 30 June 2007, and
  • you had no dependants other than a spouse during the period 1 July 2006 to 30 June 2007, and
  • all of your tax affairs are covered by the questions in Retirees TaxPack as listed below    
    • income    
      • Commonwealth of Australia government pensions and allowances
      • dividends - not including distributions made by a corporate limited partnership and deemed dividends from a private company
      • foreign source pension or annuity income
      • gross interest
      • other Australian pensions or annuities - including superannuation pensions
      • salary, wages, allowances, earnings etc
      • total reportable fringe benefits amounts
      • capital gains - not including distributions of capital gains by a trust or managed investment fund
    • deductions    
      • cost of managing tax affairs
      • deductible amount of undeducted purchase price of an Australian pension or annuity
      • deductible amount of undeducted purchase price of a foreign pension or annuity
      • subscriptions
      • gifts or donations
      • interest and dividend deductions
    • tax offsets    
      • senior Australians
      • pensioner
      • spouse - married or de facto
      • superannuation annuity and pension
      • private health insurance
      • net medical expenses over a specified limit
    • private health insurance policy details
    • Medicare levy related items

If you plan to claim the family tax benefit (FTB) through the tax system, you cannot use Retirees TaxPack; you will need to get TaxPack.


FTB can be claimed with the short tax return too - but only lodged using paper and not by phone.

Last modified: 06 Nov 2014QC 19419