Do Disability Pensioners need to lodge tax returns?

March 27, 2008 by Josie Kay · Leave a Comment 

Q. Hello, Do you have to lodge A tax return if you are on the Disability pension, I am unsure as this is my first full year on the pension. I have no other income.
Kind regards
Teresa

Josie’s Answer: Teresa thanks for posting a question on www.josiekay.com. According to the Australian Taxation Office website, you probably don’t need to lodge an income tax return, if you are on the disability pension and have reached aged pension age.

You can read more about it here.

Basically, they are saying that if you received a pension, allowance or payment listed below and your taxable income was MORE THAN the following relevant amounts:

  • $21,637 – if you were single, widowed or separated at any time during the year
  • $20,710 – if you had a spouse but one of you lived in a nursing home or you had to live apart due to illness
  • $18,330 – if you lived with your spouse for the full year Read more

Who is Josie Kay?


Josie Kay

Hi, my name is Josie Kay, and with nearly two decades of helping people, I guess you could say I've become an expert on the subject of personal finance.


No doubt, you have heard my straightforward, no nonsense, passionate approach to managing money on the very successful Australia wide weekly radio show ‘Money Matters’. Remember my motto 'Watch out...everyone is after your money so learn to outsmart them!’


Read more about me & this site here


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