Tax with Max: Calculating tax-free components

Calculating tax-free components, the 45-day rule, and more.

We are a couple in our late 60s with a two-member SMSF in pension mode and a balance in excess of $3 million. Approximately 65% of the fund balance is in my name, and 35% is in my wife’s name. About 72% of the fund balance is tax-free and the remaining 28% is taxable.

{{content.question}}

SMS Code Sent…

Hi {{ user.FirstName }}

Looks like you've already taken a free trial

Please enter your payment details

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to activate your membership

If you didn't receive SMS code please

Looks you are already a member. Please enter your password to proceed

Please untick this box when using a public or shared device


Verify your mobile number to unlock a FREE trial

Please sign up for full access

Updating information

Please wait ...

  • Mastercard
  • Visa

Related Articles