LG Super

Tax

Super is usually the most tax effective way to invest your retirement savings. That’s because super is taxed at a much lower rate than other types of investments, to encourage you to save for retirement. And, with the better super changes super became even more tax effective from 1 July 2007.


Tax Tax rate How it applies 
Contributions tax  
15% Paid on all employer contributions (including salary sacrifice) and on personal contributions you claim a tax deduction for.

Tax on investment earnings  

Up to 15% Although the maximum rate is 15%, the actual amount paid is generally lower because LGsuper can use imputation credits from share dividends to reduce tax.

There is no tax on investment earnings on pension accounts.

Tax on lump sum benefit payments  Varies There are two tax components - a tax free component that is generally your after-tax contributions, and a taxable component.

The amount of tax you pay on the taxable component depends on your age.

Under age 55
Taxed at 21.5%*

Aged 55 to 59

First $140,000** tax free then taxed at 16.5%*

Age 60 plus
Full benefit is tax free

*Includes 1.5% Medicare levy
**2007/08 threshold 

Tax on pension payments  Varies 

Aged 55 to 59
Taxed in the same way as income tax on salary, with some concessions.

Part will be tax-free if you start your pension with any tax free component.

You also receive a tax offset of 15% of your pension payment.

Aged 60 plus
Full pension is tax free

 

More information