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Defined Benefit Pension Tax Tool (Over 60s)

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Defined Benefit Pension Tax Tool (Over 60s)

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The Defined Benefit Pension Tax Tool (Over 60s) helps you estimate the assessable income and tax offset from a defined benefit lifetime pension.

This tool complements my YouTube video on the topic and is for informational purposes only—not financial advice.

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You'll get a simple Excel spreadsheet to calculate the assessable income and tax offset from a defined benefit lifetime pension for those over 60.

Built for Australians Over 60 – Tailored to the specific tax rules for defined benefit pensions after age 60.
Easy to Use – Just input your pension details to see your assessable income and any tax offset.
Saves Time – Quickly estimate figures without digging through complex tax rules.
Supports Learning – Designed to complement my explainer video so you can follow along with clarity.
Informational Only – A helpful starting point for understanding, not a substitute for personal financial advice.
Size
14.6 KB
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