Temporary resident Super claim from Tax Office
You liked Australia and worked for a short period of time. Your employer contributed a certain amount of super ( or superannuation) on your behalf. Months later you departed from Australia for good. What happens to your Super?
Say you earned $2k a month for 10 months and your superannuation was 9% of your gross salary. That’s equal to $1,800. That’s your money.
This money is usually not enough to get a return air ticket to visit Australia. Furthermore, there are processes involve and you also need a local bank account to receive the money.
This is your money. Why not claim it from the Tax office? If you want to claim this money. We can help you for a small fee.
Your superannuation money that held by Australia Tax Office (ATO) is called ATO-held super.
ATO-held super refers to super money ATO hold for you. This includes amounts paid by employers, super funds, retirement savings accounts (RSA) providers or the government on your behalf.
Generally, super money will be transferred to ATO from super providers for any of the following:
- unclaimed super for members aged 65 years or older, non-member spouses and deceased members
- small lost member accounts and insoluble lost member accounts
- inactive low-balance accounts
- super for temporary residents who have left Australia for six months or more
- accounts held in eligible rollover funds that are transferred to us before they wind up
- amounts your fund transferred to us on a voluntary basis when it determined this was in your best interest.
Temporary resident claims
If you are a temporary resident who has left Australia and your visa has ceased to be in effect, you can claim your super as a Departing Australia superannuation payment
Eligibility Test
Generally, you can claim a departing Australia superannuation payment (DASP) if the following apply:
- you accumulated superannuation while working in Australia on a temporary resident visa issued under the Migration Act 1958 (excluding Subclasses 405 and 410)
- your visa has ceased to be in effect (for example, it has expired or been cancelled)
- you have left Australia and you do not hold any other active Australian visa
- you are not an Australian or New Zealand citizen, or a permanent resident of Australia.
New Zealand citizen leaving Australia permanently, you may be able to transfer your super to New Zealand under the Trans-Tasman retirement savings portability scheme for individuals.
Tax matter
Temporary residents of Australia and foreign residents are generally taxed only on their Australian-sourced income, such as money they earn working in Australia.
To understand your tax situation you first need to work out if you are an Australian or foreign resident for tax purposes. This may be different to your residency status for other purposes – for example, you could be an Australian resident for tax purposes even if you’re not an Australian citizen or permanent resident.
How can we help you?
You can authorise us to apply for your departing Australia superannuation payment. We will act on your behalf and update your information.
As your representative we will need a written authority from you before we can submit your DASP application.
We can be nomiated because
We are tax agent with full registration with the Tax Practitioner Board for the purpose of claiming DASP
We will be using online portal from ATO to confirm/
- If you are eligible to apply for a DASP through an online check with the Department of Home Affairs
- locating your client’s super accounts whether held by ATO or a super fund
- generating an electronic DASP claim
- removing the requirement to obtain a Certification of Immigration Status from Home Affairs for super fund claims.