Hi there,
My superfund withheld tax at the maximum rate on my super due to not picking up my TFN from my new employer - on consultation with the super, they indicated that I now have to claim back this amount from the ATO.
Given this directly effects the super and not income tax, I am unsure of how to go about claiming this back as I don't intuitively see how this can be done on the lodgement.
Would appreciate some guidance.
Hi @ChasingSherlock,
The easiest way would be claiming it back on your 2024-25 individual tax return.
Under, item 11 label V:
If you're unsure how much was withheld when you didn't have your TFN, it might be best to ask the superfund for the account statements.
the question @ChasingSherlock is asking is in regards to superannuation fund withholding tax due to no TFN, the answer quoted is in regards to dividends. @KaraATO is your response correct? it doesn't seem to make sense to me. I'm a bit confused
I have a similar query where an individual has a no-TFN tax debt within their defined benefit. The no-TFN debt arose early in their membership period, the fund has had their TFN for the last 20+ years.
The liability will be paid to ATO once the member claims their defined benefit, happening soon. Is there a way to claim back this $9,000 in taxes?
10 Apr 2025 · 4 min read time
8 June 2023 · 2 min read time
28 Aug 2025 · 5 min read time
264 views
4 replies