Compliance

Compliance Alert: Division 296 Tax and Payday Super From 1 July 2026

Super savers with big balances and employers face major compliance changes starting 1 July 2026—know what to report, calculate, and how system updates like Payday Super affect you.

By NomadicTax Research Team • 5-8 min read • July 7, 2026

## What Has Changed? - **Division 296 Tax** will apply from the **2026–27 financial year** to super balances that exceed certain thresholds: - For total super balance (TSB) over **$3 million**, earnings above that threshold face an *additional 15% tax*, bringing total tax to **30%**. - For TSB above **$10 million**, earnings above that level incur a further **10%**, leading to **40% total tax**. ([community.ato.gov.au](https://community.ato.gov.au/s/article/a07Mo00001w0qcO/what-division-296-tax-changes-means-for-your-super-balance?utm_source=openai)) - **Payday Super** also becomes mandatory from **1 July 2026**. Employers must pay super guarantee on each payday—**at the same time salary is paid**—instead of end-of-quarter payments. Contributions must be received by super funds within **7 business days**, unless an extended time is permitted. ([softwaredevelopers.ato.gov.au](https://softwaredevelopers.ato.gov.au/PaydaySuper?utm_source=openai)) ## Who Must Comply? - Individuals with super balances above the $3M threshold—SMSFs and retail/APRA-regulated funds included. - Employers in all sectors (private/public) must update payroll systems to separate qualifying earnings from other pay items. - Third-party Service Providers and software developers will need to update systems to support payday-based SG contributions, new codes, and real-time or near-real time payments. ([softwaredevelopers.ato.gov.au](https://softwaredevelopers.ato.gov.au/PaydaySuper?utm_source=openai)) ## Key Compliance Steps for Individuals & Employers ### For Individuals / Super Fund Members: - Monitor your *total super balance* (across all funds)—includes SMSFs and APRA-regulated funds. - Keep accurate records of earnings (investment returns) in relation to the thresholds. - Anticipate assessments: ATO will issue **Division 296 tax notices** in the second half of 2027–28 after relevant earnings are reported. ([community.ato.gov.au](https://community.ato.gov.au/s/article/a07Mo00001w0qcO/what-division-296-tax-changes-means-for-your-super-balance?utm_source=openai)) ### For Employers / Super Funds: - Update payroll and contribution systems to calculate SG on each payday. - Distinguish **qualifying earnings (QE)**—beyond just ordinary time earnings. - Super funds must allocate or return contributions within 3 business days. - Update compliance with SuperStream and New Payments Platform standards. ([softwaredevelopers.ato.gov.au](https://softwaredevelopers.ato.gov.au/PaydaySuper?utm_source=openai)) ## Example Employer X has an employee earning \$80,000/year plus bonuses and commissions. Starting July: total earnings including bonuses are considered QE. Each payday, Employer X must calculate SG on the entire QE and remit within 7 business days. If the employee’s super balance exceeds \$3M, earnings above that threshold will be taxed under Division 296—so that employee’s reported earnings from the fund matter. ## Tips to Prepare - For super fund members near \$3M or \$10M, model expected investment returns; small changes could push your earnings into higher tax brackets. - Employers: engage software vendors now to ensure systems support payday SG, reporting of QE, error handling, fund validation, etc. - Maintain clean records—dates, payroll reports, super statements, and communications from super funds. — *Author: NomadicTax Research Team* Category: Compliance Read Time: 5–8 min