GESB Super and tax

GESB Super is a taxed scheme.

This means that like most other Australian super funds, tax is deducted from certain types of contributions (known as concessional or before-tax contributions) and from investment earnings, while your money is accumulating (or ‘building up’ over time).

Tax applies in different ways to different types of contributions

While the Australian Government provides special tax rates to help you use your super to save for retirement, there are some limits, known as caps. Here’s a guide to how tax applies to your GESB Super contributions.

GESB Super tax treatment

GESB Super tax treatment
Contribution type General treatment Contribution caps2 for 2025/26 financial year

Concessional (before-tax) contributions

  • Employer contributions, such as Superannuation Guarantee (SG) and salary sacrifice
  • Personal contributions which you claim as a tax deduction

Taxed at 15% when the contribution is made, up to your concessional contributions cap.

If you are a high-income earner and your income and low tax contributions are more than $250,000 then you may be liable for Division 293 tax.

This is an annual cap that limits the amount of concessionally-taxed contributions you and your employer can make each financial year.

The general concessional contributions cap for the 2025/26 financial year is $30,000 p.a.3

Previous concessional contribution caps:

  • $25,000 for each year from 1 July 2017 to 30 June 2021
  • $27,500 for each year from 1 July 2021 to 30 June 2024

Carry forward concessional contributions

The carry forward rules allow you to make extra concessional contributions above the general concessional contributions cap without having to pay extra tax. If you have a total super balance of less than $500,000 on 30 June of the previous financial year, you can use your 'carry forward' unused concessional contributions cap amounts from up to five previous financial years.

Unused cap amounts are available for five years and if they have not been used, they will expire. For example, if you made $15,000 in concessional contributions in each of 2020/21, 2021/22, 2022/23, 2023/24 and 2024/25 you will have a carry forward amount of $62,500 that you can access from 2025/26. The 2020/21 unused cap amount of $10,000 that is not used by the end of 2025/26 will expire.

Non-concessional (after-tax) contributions 

  • Personal contributions you don’t claim as a tax deduction (i.e. from your after-tax salary)
  • Spouse contributions

No tax applies up to your non-concessional contributions cap.

Non-concessional contributions can only be made if your total superannuation balance is less than $2 million at 30 June of the previous financial year.

Your non-concessional contributions cap is:

  • $120,0004 p.a. or
  • If you’re under 75 at any time in the financial year, you may be able to bring forward one or two years of contributions i.e. $120,000 plus $240,000, giving you a cap of $360,000 over three years5.

The amount available under the bring-forward rule depends on your total super balance as at 30 June in the previous financial year.

For more information, visit the ATO website.

If you make contributions to super over your cap then you may have to pay extra tax.

Other contributions

  • Rollovers (transfers) containing an untaxed element
  • Government co-contributions
  • Downsizer contributions
  • The untaxed element is taxed at 15% at the time the rollover is made
  • No tax applies to Government co-contributions or downsizer contributions

Downsizer contributions
From 1 July 2022, if you’re aged 55 or over and meet certain eligibility requirements, you can contribute up to $300,000 from the sale of your family home into your super account ($600,000 for couples).

The downsizer contribution is not a non-concessional contribution and will not count towards your contributions cap. However, it will count towards your transfer balance cap. This cap applies when you move your super into a retirement phase income stream. Visit the ATO website for more information on downsizer contributions.

Not applicable

Tax also applies to investment earnings

Taxed schemes, like GESB Super, need to pay tax on any money your super earns while it’s invested. The tax will generally be applied at a maximum rate of 15% and will be reflected in the unit price of each investment option for GESB Super.

Factor tax into your retirement planning

If you’re planning for your retirement and considering taking your super out as a lump sum or transferring it into an allocated pension, such as our RI Allocated Pension, you need to be aware of the tax that applies in those scenarios. Find out more about which tax applies on benefits.

Do we have your tax file number?

If you don’t provide us with your tax file number (TFN), you might need to pay more tax on your super than is necessary and we may not be able to accept some of your contributions. This will also affect your eligibility for the Super Co-contribution.

You can lodge your TFN using Member Online, by completing a Tax file number form or by calling your Member Services Centre on 13 43 72.

1 SuperRatings Smart database as at 31 March 2025. Based on an average balance of $50,000, fees for the My West State Super option, the My GESB Super option and the RI Allocated Pension Balanced option are below the industry median. Fees includes administration, investment, and transaction fees and costs. Fees may change periodically.
2 Contributions caps are applied per person, not per fund, which means contributions made to other funds are generally included in the caps.
3 For the 2024/25 and 2025/26 financial years. The concessional contributions cap is indexed in line with Average Weekly Ordinary Time Earnings in increments of $2,500 (rounded down).
4 For the 2025/26 financial year, indexed annually. This cap is equal to four times the general concessional contributions cap (which is currently $30,000).
5 The amount available under the bring-forward rule depends on your total super balance as at 30 June in the previous financial year. Where the bring-forward rule has been triggered, the future years' entitlements are not indexed and the contributions must be made before you turn 75 or within the 28 days following the end of the month in which you turn 75 years old. For more information, please read the Contributing to your super brochure.

Page last updated 17 June 2026