Tax time is coming – and we’re here to help. Here’s a quick overview of some key information to help you prepare for tax time.
Log into My Resolution Life Portal to access your documents
Centrelink Schedule & Certificate of Currency
You can request your Certificate of Currency and Centrelink Schedule from the My Resolution Life portal to help meet your EOFY tax needs. Once your request is processed, a copy of the documents will be available in the ‘Statements and Correspondence’ section. Just log in or register to submit your request under 'Documents and Forms'.
Income Protection (IP) tax statements
All IP tax statements should be with you by the end of August 2023. You can download our statements from the ‘Statements and Correspondence’ section of My Resolution Life portal. Just log in or register for access.
Making your 2022-23 contribution
Don't forget if you wish to make any further payments or contributions this financial year, you will need to submit all contribution forms and payments by 30 June 2023 to make sure your contributions count within the current financial year. Find out more about making contributions to your super.
End of financial year resources
It’s nearly the end of the financial year, but don’t worry, we’ve got you covered. Here’s a list of helpful links to information that you may find useful:
Maximum super contribution base
Super income stream tax tables
Transfer balance cap
Eligibility to claim a deduction
What you need to know
Resolution Life Australasia Limited ABN 84 079 300 379, AFSL No. 233671 (Resolution Life) has provided this information. Any advice on this webpage is general in nature and it does not take into account your objectives, financial situation or needs. Therefore, before acting on this advice, you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs, as well as the relevant product disclosure statements or policy documents, available from Resolution Life at resolutionlife.com.au or by calling 133 731, before making a decision about the product. This webpage does not contain any tax advice and if you require tax advice, you should consult a professional tax adviser. Resolution Life Australasia Limited is part of the Resolution Life Group and can be contacted on 133 731 or askus@resolutionlife.com.au. Read Resolution Life’s Financial Services Guide [available at resolutionlife.com.au/financial-services-guide] for information about our products and services, including the fees and other benefits that Resolution Life Group companies and their representatives may receive in relation to products and services provided to you.