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Here is the aus super form i used, it has examples on it for...

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rookstar

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24/08/23

08:16

Post #: 69515281
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Originally posted by rookstar ↑

Overall its the same (different sections in your tax return), the way i did it was by lump sum though then i filled out the form (notice of intention to claim tax deduction) and the super fund deducted the 15% tax out of my super account.

I think you have a SMSF, if that is the case you will need to lodge the the SMSF tax return before they will calculate the brackets.
The tax office will want to see the whole picture.

For myself australian super did it all for me and i have already seen the benefit.

For youself it wont be til next year when you lodge the smsf tax return.

The notice of intent to claim tax form can be found on ato website. It would be part of your compliance.
Dont forget to deduct the tax in the same year from the super account.

I hope this helps or steers you in the right direction.

Rooks

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Here is the aus super form i used, it has examples on it for more information.

https://www.google.com.au/url?sa=t&...egQIChAB&usg=AOvVaw1W3O8mXVne6RilvjZaATaj

The 1 below is the form from ATO.

https://www.google.com.au/url?sa=t&...oECBIQAQ&usg=AOvVaw2lY9Zk2JOGulbkEaNz8CIr

I'm not a qualified professional either.

There would be other posters who probably know more about this stuff such as hitman or golden fleece.

Good luck.

Rooks
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