My spouse & I qualified for SAPTO in 2025 for the first time, as our taxable income was over the no tax threshold. We will also be over the threshold this year. My spouse will also be receiving a death benefit payment shortly from his late son's super fund (as a non-dependent). As that will be taxable, we assume that the super fund will pay the tax before forwarding his benefit. Our question is - will this benefit need to be included as rebate income for the purposes of SAPTO? If it is, although our combined rebate income will be under $87620, his individual rebate income will be over $43810. Thanks for any advice.
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37 views
5 replies