Brief

On 16/12/2024, the Australian Taxation Office (ATO) issued an update regarding Financial Dependant Checklist. This checklist is designed to assist applicants in collecting required documents for compassionate release of superannuation application, which may reduce delays or denial of approval. The checklist outlines eligibility criteria, evidence requirements, and implications of accessing super early, including tax considerations and financial dependant expenses documentation.

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Australian Taxation Office (ATO)

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