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SMSF Tax Rates - Summary
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Tax Rates where Member has NOT Commenced Pension: %
Income 15%
Capital Gains – Asset Owned Under 12 Months 15%
Capital Gains – Asset Owned Over 12 Months 10%
Concessional Contributions 15% – Click Here
Non Concessional Contributions 0%
Lump Sum Withdrawals – Aged Over 60 0%
Lump Sum Withdrawals – Preservation Age to 59 Click Here

 

Tax Rates where Member has Commenced a Transition to Retirement Pension: %
Income 15%
Capital Gains – Asset Owned Under 12 Months 15%
Capital Gains – Asset Owned Over 12 Months 10%
Concessional Contributions 15% – Click Here
Non Concessional Contributions 0%
Pension Withdrawals – Aged Over 60 0%
Pension Withdrawals – Preservation Age to 59 Click Here

 

Tax Rates where Member has Commenced a Simple Account Based Pension: %
Income 0%
Capital Gains – Asset Owned Under 12 Months 0%
Capital Gains – Asset Owned Over 12 Months 0%
Concessional Contributions 15% – Click Here
Non Concessional Contributions 0%
Pension Withdrawals – Aged Over 60 0%
Pension Withdrawals – Preservation Age to 59 Click Here
Lump Sum Withdrawals – Aged Over 60 0%
Lump Sum Withdrawals – Preservation Age to 59 Click Here
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General Advice Warning

The contents of this website are of a general nature only and have not been prepared to take into account any particular investor's objectives, financial situation or particular needs. ESUPERFUND does not provide financial product advice or recommend any financial products: This applies equally to those financial products which are established for your SMSF when you become a client of ESUPERFUND. Where this publication refers to a particular financial product then you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the PDS before making any decision about whether to acquire the product. We also recommend that you should seek professional advice from a financial adviser before making any decision to purchase any financial product referred to on this website. While the sources for the material are considered reliable, responsibility is not accepted for any inaccuracies, errors or omissions. When setting up a SMSF it is important to understand that additional fees may apply that must be carefully considered prior to making a decision to setup a SMSF including an ATO Supervisory Levy , Company Trustee Setup Fee (where applicable) , and Investment Fees .