Final tax determination – early stage investor offset scheme
Find out what this means for former, current and future participants.
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Author: Australian Taxation Office
Australian Taxation Office Category
Australian Taxation Office
Australian Taxation Office Guidance for legacy products and allocations from reserves
New web guidance about legacy retirement product commutations and reserve provisions is now available.
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Author: Australian Taxation Office
Australian Taxation Office Changes to reserve allocations
From 7 December 2024, the way allocations from reserves count towards an individual's contribution caps has changed.
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Author: Australian Taxation Office
Australian Taxation Office Check member contributions for accuracy
Report MATS transactions correctly to avoid errors that may impact members.
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Author: Australian Taxation Office
Australian Taxation Office Engage with your stakeholders during SFTs
You should engage with your members, employers and gateways during successor fund transfers (SFTs).
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Author: Australian Taxation Office
Australian Taxation Office Improvements to SuperStream standard and FVS
Funds must review improvements to the SuperStream standard and Fund Validation Services.
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Author: Australian Taxation Office
Australian Taxation Office Small business pool calculations
Find out how to calculate small business pool events under simplified depreciation rules for small business.
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Author: Australian Taxation Office
Australian Taxation Office ATO Vulnerability Framework consultation
The ATO Vulnerability Framework is open for public consultation from 12 June to 18 July 2025.
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Author: Australian Taxation Office
Australian Taxation Office Relaxed commutation rules for legacy retirement products
Changes from 7 December 2024 relax commutation restrictions for certain legacy retirement income stream products.
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Author: Australian Taxation Office
Australian Taxation Office Trustee declaration – get it right
Find out what's involved in completing the trustee declaration correctly and how long you need to keep it.
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Author: Australian Taxation Office
Australian Taxation Office