How to claim or vary a tax deduction

GESB Super members only

You may be able to claim a tax deduction for personal concessional contributions you have made to your super account with us.

Due to Federal Government changes to the rules relating to super, members are not eligible to claim a tax deduction for personal contributions received after 30 June 2017 to a West State Super account.

Following the steps below will help you complete the form and help you confirm that you’ve read the relevant information.

1. Read the fact sheet so you know how the tax deduction works

If you want to claim a tax deduction on a personal contribution that you’ve made to your account, then you need to:

1. Fill in the 'Notice of intent to claim or vary a tax deduction' form for that financial year.
2. Receive a confirmation from us.
3. Submit your tax return for that year.

The fact sheet explains the rules that apply so you can work out if you are able to claim a tax deduction. Special rules apply when you have withdrawn or rolled over part of your benefit, or if you are a high income earner.

Please read the fact sheet carefully to make sure your application is valid.

Due to Federal Government changes to the rules relating to super, members are not eligible to claim a tax deduction for personal contributions received after 30 June 2017 to a West State Super account.

We recommend that you seek professional financial advice and/or tax advice if you wish to claim a deduction for your super contributions. This is a complex area and it is important to confirm your eligibility, particularly if there are any other tax considerations that apply.

If you have any questions, please contact your Member Services Centre on 13 43 72 for more information.

2. Download the form

First, click the link below to download the ‘How to claim or vary a tax deduction for personal contributions’ fact sheet for the financial year you want. You will need to print out page 3 and 4 of the document to complete the form.

• How to claim or vary a tax deduction for personal contributions - fact sheet 2019/20
• How to claim or vary a tax deduction for personal contributions - fact sheet 2018/19

When you complete your 'Notice of intent to claim or vary a tax deduction' form, you’ll need to complete four sections. You might like to print the form first then use this page as a guide as you complete each section.

3. Provide your personal details

These details include your member number, name, date of birth, contact details and your tax file number (TFN).

You can find your member number and account details on any statement you’ve received from us.

4. Tell us if this is a new notice or you are varying an earlier notice

Here you need to confirm that you are an eligible person and you intend to claim a tax deduction. If this is the first notice for that financial year, tick the ‘No’ box and move to section 3. If you have previously lodged a notice to claim a tax deduction form for that financial year to us and you want to change the amount you want to claim the deduction on, then tick the ‘Yes’ box and move straight to section 4.

If you want to increase the amount you want to claim the deduction on, then you’ll need to complete section 3 as well as section 4.

5. Tell us the amount you want to claim a tax deduction on

In the first box you need to tell us the amount of your personal contributions covered by this notice in the financial year you are claiming for.

In the second box you need to tell us the amount of these contributions that you are claiming a deduction on. (If you are increasing the amount claimed, you will need a new notice. Please provide the extra amount you would like to claim.)

Next you’ll need to carefully read the declaration to make sure you meet all the requirements.

If you are unsure about any of the declaration statements, contact us on 13 43 72 for more information.

Then sign and date the form.

6. Are you changing the amount you want to claim a tax deduction on?

Use this section if you want to reduce the amount you previously advised us you want to claim a deduction on:

• In the first box - tell us the amount of your personal contributions covered by this notice in the financial year you are claiming for
• In the second box - tell us the amount that you previously advised you wanted to claim a tax deduction on
• In the third box - tell us the amount of these contributions that you are now claiming a deduction on

Next you’ll need to carefully read the declaration to make sure you meet all the requirements

If you are unsure about any of the declaration statements, contact us on 13 43 72 for more information.

Then sign and date the form.

7. Send the form in

Now that you’ve completed and signed the ‘Notice to vary or claim a tax deduction form’, you need to send your completed form to us at:

GESB
PO Box J 755
Perth WA 6842

Australia Post can take up to six business days to deliver regular mail. Please take this into account when submitting any forms or documents to us, especially when you need to meet a processing deadline.

We’re here to help

If you have questions about claiming a tax deduction on your contributions or need more help with the form, please call us on 13 43 72 between 7.30am and 5.30pm (AWST), Monday to Friday.