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Superannuation

Superannuation is a long term savings structure to help fund your retirement.

  1. Asset types
  2. Gifting

When gifting exceptions apply

We have some exceptions to how we assess gifting.

  1. School
  2. Most useful information

Parent or Guardian details - for the BASE tax year and CURRENT tax year for dependent Youth Allowance or ABSTUDY customers form (MOD JY)

Use this form to provide income details of a parent or guardian if you are a dependent claiming or receiving Youth Allowance or ABSTUDY.

Transfer to Age Pension

If you’re Age Pension age and get an eligible payment, you can apply to transfer to Age Pension.

  1. Top payments
  2. Special Benefit

How much Special Benefit you can get

The amount of Special Benefit you can get depends on your circumstances.

  1. Managing your money
  2. Most useful information

Financial information form (SS245)

Use this form to give us details of your financial information.

  1. What FIS information you can watch online
  2. Income and assets

FIS gifting video

Watch this video to learn more about gifting.

  1. Asset types
  2. Gifting

What gifts we include in income and assets tests

We may include your gift if you give away, sell or transfer it for less than its market value.

  1. Recently unemployed
  2. Most useful information

Employment Separation Certificate form (SU001)

You can ask your previous employer to use this form to certify important employment information about you.

  1. Top payments
  2. Financial Information Service

What the Financial Information Service is

The Financial Information Service helps you make informed decisions about your finances.

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Page last updated: 17 November 2025.
QC 60134