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Superannuation Fund Tax Rates

The Superannuation Fund Tax Rates option allows the user to view/edit tables containing tax rates for different fund types. These rates affect the values determined in the F form calculation statement.

The tabs include:

  • Complying Funds

  • Non-complying Funds

  • Complying Approved Deposit Funds

  • Non-complying Approved Deposit Funds

  • Pooled Superannuation Trusts

The default rates are bolded. The default rates are used in the F Form calculation statement when the editable amounts are zero.

How to edit or print the Superannuation Fund Tax Rates
  1. Click Maintenance > Tax Rates > Super Funds.

  2. Click Edit to enter rates in the fields. The rates you enter will be take precedence over the defaults.

  3. Click Print to open the Preview/Print screen. Set your print requirements and click OK.

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