Posted: 2023-02-28 18:00:00

You would be forgiven for thinking Treasurer Jim Chalmers had done something dramatic.

From 2025 he will double the tax rate on earnings from superannuation balances above $3 million, lifting it from 15 per cent to 30 per cent.

Only 80,000 Australians have accounts that large, and many of them who have retired have shoved the maximum permissible $1.7 million into a separate so-called retirement account whose earnings are entirely tax-free.

That's right. Retirees with $1.7 million in retirement accounts pay nothing whatsoever on what those accounts earn, which in normal years amounts to about $85,000.

By way of comparison, wage earners on $85,000 get taxed $18,000.

But though you'd never know it from some of the "socialist tax grab" commentary around this week, Chalmers isn't the first treasurer to act on this rort. Scott Morrison got there first.

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The government will cap concessions for people with super balances of more than $3m.

Howard's super deal for the richest 1 per cent

In 2006, in what economist Saul Eslake describes as one of the worst taxation decisions in modern times (an honour for which he says there's a fair bit of competition), then Prime Minister John Howard exempted from tax withdrawals from super for Australians aged 60 and over.

By itself, this was unremarkable. We don't tax withdrawals from bank accounts, because the interest they earn has been taxed within the account.

But Howard left in place a pre-existing exemption from tax for earnings within the retirement accounts of Australians aged 60 and over.

This meant the earnings on the sometimes very large accounts of retirees aged 60 and over weren't taxed at all. Not at the normal super tax rate of 15 per cent, not at any rate — without limit, no matter how much was earned, merely because the person owning the account was aged 60 or over and had retired.

Elderly couple
John Howard left in place a pre-existing exemption that allowedthe earnings on accounts of retirees aged 60 and over weren't taxed at all.(freeimages.com: SailorJohn)

Morrison wound Howard's policy back

In office, the Labor governments of Kevin Rudd and Julia Gillard didn't touch the open-ended opportunity to earn unlimited amounts from super tax-free. Instead, we had to wait a decade, until then-prime minister Malcolm Turnbull and his treasurer, Scott Morrison, wound it back in 2016.

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