Tax Laws Amendment (Simplified Superannuation) Act 2007 (9 of 2007)
Schedule 1 Main superannuation amendments
Part 2 Main consequential amendments
Taxation Administration Act 1953
20 After Subdivision 12-FA of Division 12 of Part 2-4 in Schedule 1
Insert:
Subdivision 12-FAA - Excess untaxed roll-over amount
Table of sections
12-312 Untaxed roll-over superannuation benefits
12-313 Limits on amount withheld under this Subdivision
12-312 Untaxed roll-over superannuation benefits
An entity must withhold an amount from an *excess untaxed roll-over amount it pays to an entity.
Note: An excess untaxed roll-over amount is an amount that may form part of a roll-over superannuation benefit that includes an element untaxed in the fund: see section 306-15 of the Income Tax Assessment Act 1997.
12-313 Limits on amount withheld under this Subdivision
This Subdivision does not require an entity:
(a) to withhold an amount from an *excess untaxed roll-over amount if no *withholding tax is payable on the amount; or
(b) to withhold from an excess untaxed roll-over amount more than the withholding tax payable on the amount (reduced by each amount already withheld from the excess untaxed roll-over amount under this Subdivision).
Note: Section 306-15 of the Income Tax Assessment Act 1997 deals with liability to this form of withholding tax.