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Why you have to be smart with your super
The tax benefits of super
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Ten ways to reduce your tax liability
 
Home Page > Being Smart With Your Super > Tax benefits

The tax benefits of super

To assist you in providing for your future, the Government has made super one of the most tax effective ways of saving for your retirement.

While super can be subject to tax on contributions, earnings and withdrawals, for most investors, the total effective rate of tax on super is lower than investing in non-super assets (e.g. property, managed funds).

Currently, all super investments are taxed at 15%.
This tax concession is designed to encourage long-term investment and to encourage financial independence in retirement.

Other tax benefits of superannuation include:
  • All of your superannuation is tax free if it is cashed or paid as an income stream after age 60;
  • You can take a tax free portion if you cash in your super between age 55 and 59;
  • Earnings on superannuation monies invested in retirement income products (which provide you with an income when you retire) are tax free and
  • Dividend imputation applied to super investments can effectively offset the 15% tax rate on super contributions.

Ten ways to reduce your tax liability
 
Further Information
Being Smart With Your Super Presentation
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