Superannuation
Superannuation is a long term savings structure to help fund your retirement.
- Asset types
- Gifting
When gifting exceptions apply
We have some exceptions to how we assess gifting.
- School
- 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.
- Top payments
- Special Benefit
How much Special Benefit you can get
The amount of Special Benefit you can get depends on your circumstances.
- Managing your money
- Most useful information
Financial information form (SS245)
Use this form to give us details of your financial information.
- What FIS information you can watch online
- Income and assets
FIS gifting video
Watch this video to learn more about gifting.
- Asset types
- 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.
- Recently unemployed
- 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.
- Top payments
- Financial Information Service
What the Financial Information Service is
The Financial Information Service helps you make informed decisions about your finances.