Treasury Laws Amendment (Better Targeted Superannuation Concessions and Other Measures) Bill 2023

High-Level Summary
The bill proposes to amend treasury laws to target superannuation tax concessions more effectively and enact other financial measures. This includes reducing tax concessions for individuals with total superannuation balances exceeding $3 million, effective from July 1, 2025.

Summary
The Treasury Laws Amendment (Better Targeted Superannuation Concessions and Other Measures) Bill 2023, alongside the Superannuation (Better Targeted Superannuation Concessions) Imposition Bill 2023, introduces changes to reduce tax concessions on superannuation earnings for individuals with total superannuation balances (TSB) over $3 million. These changes will apply starting the 2025-26 income year. Specifically, earnings on superannuation balances exceeding $3 million will be taxed at a concessional rate of up to 30%, compared to the current rate of up to 15% for balances below this threshold. This measure is expected to affect approximately 80,000 people and is projected to increase government receipts significantly over the next five years. From the explanatory memo:
The Bill also includes provisions for disclosures about recognised assessment activities, amendments related to the Financial Regulator Assessment Authority Act, technical amendments for Treasury portfolio legislation, licensing exemptions for foreign financial services providers, and modernization of the Payment Systems (Regulation) Act 1998.

Argument For
Normative Bases
  1. Egalitarianism
  2. Utilitarian Ground Truth

The bill aims to enhance the equity and sustainability of Australia's superannuation system by imposing a fairer tax regime on high superannuation balances, ensuring that tax concessions are better targeted and not disproportionately benefiting a small number of wealthy individuals. By doing so, it aligns with the principle of egalitarianism, aiming to reduce inequality in tax benefits. Moreover, the projected increase in government receipts can support public services and infrastructure, contributing to overall societal well-being [Judgment].


Argument Against
Normative Bases
  1. Propertarianism
  2. Non-Discrimination

Opponents argue that the bill could penalize individuals who have diligently saved for their retirement by changing the rules on superannuation tax concessions, potentially undermining trust in the stability and predictability of retirement planning. This approach may be seen as discriminatory against those who have contributed more to their superannuation, which could discourage high levels of saving, ultimately affecting the economy [Judgment]. Additionally, the administrative burden and compliance costs associated with the new tax calculations could be significant for both individuals and superannuation funds.


Date:

2023-11-30

Status:

Before Senate

Sponsor:

Unspecified

Portfolio:

Treasury

Categories:

Taxation, Social Support / Welfare, Financial Regulation

Timeline:
30/11/2023
10/10/2024

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