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1 January 2019 to 31 March 2019

March 2019 quarterly Low income superannuation tax offset report.

Last updated 4 September 2023

Report from the Commissioner of Taxation under subsection 12G(1) of the Superannuation (Government Co-contributions for Low Income Earners) Act 2003 and related regulations on the working of the Act during the period 1 January 2019 to 31 March 2019.

The total number of beneficiaries of a LISTO entitlement made under subsection 12C(1) and 12C(2) of the Act during the quarter
(paragraph 21B(1)(a) of the regulations)

137,692

The total amount of LISTO entitlements made under subsection 12C(1) and 12C(2) of the Act during the quarter
(paragraph 21B(1)(b) of the regulations)

$36,051,000

The total amount LISTO recovered during the quarter as overpaid amounts under section 24 of the Act
(paragraph 21B(1)(c) of the regulations)

$4,308,000

Notes:

  1. Where a low income superannuation tax offset entitlement represents an additional entitlement for a beneficiary in respect of a financial year, that beneficiary is not reported again.
  2. Both the total amount of low income superannuation tax offset entitlements determined and the total amount recovered are rounded up to the next whole $1,000.
  3. The total amount recovered includes amounts repaid to the Commissioner and amounts (new entitlements) offset against unrecovered overpayments (that is, reduced entitlements for a different year). A reduced entitlement, and thus the need to recover amounts, can result from an amendment to an individual’s income tax assessment or a change to the superannuation contributions reported for that individual.
  4. This report includes determinations of entitlements made during the quarter from 1 January 2019 to 31 March 2019. A determination of entitlement occurs once both an individual’s eligibility and the amount of their entitlement have been established.

Return to Quarterly reports – Low Income Superannuation Tax Offset (LISTO).

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