Essntial Tax & Super Figures – A resource for SMSF trustees & professionals updated for 2026-27 financial year.

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Essential Tax
& Super Figures 2026-27

Fast, precise, and comprehensively updated. Access the multi-page technical resource trusted by SMSF professionals and leading trustees across Australia.

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KEY HIGHLIGHTS

What’s covered in the comprehensive guide

01

Dvision 296 Tax Framework

Exact mechanics for the $3M and $10M thresholds, negative earnings rules, and the 30 June 2026 SMSF CGT cost base adjustment election.

02

Payday Super & Earning Base Shifts

Operational timelines for the 7-business-day payment window and the calculation shift from OTE to Qualifying Earnings (QE).

03

Indexed Contribution Caps

Fresh thresholds for Concessional ($32,500) and Non-Concessional ($130,000) caps, plus restricted Total Super Balance tiers for 3-year bring-forwards ($390,000).

04

Retirement Phase & Pension Rules

Current rates for the General Transfer Balance Cap ($2.1M), Defined Benefit Income Cap ($131,250), and age-based minimum drawdowns.

05

Taxation & Offset Matrices

Updated 2026–27 personal income brackets (including the 15% rate reduction), Medicare Levy Surcharge tiers, LITO, and lump-sum tax treatments.

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