Question

Mark earned $36,000 assessable income during the 2015/16 financial year and also has reportable fringe benefits...

Mark earned $36,000 assessable income during the 2015/16 financial year and also has reportable fringe benefits of $8000. Mark's employer contributes $3000 to an industry superannuation fund and Mark contributes $1000 as a personal contribution. What superannuation taxation concessions would Mark and his employer be entitled to?

Are there any alternative strategies that you might recommend?

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Answer #1

Following superannuation taxation concessions would Mark and his employer be entitled to :

Mark (3000+1000) = 4000

Mark's Employer = 3000

Alternative Strategies :

Mark can also make investment in LIC & Contribution to PPF Charitable Trust to get concessions from total income

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