What is the first home super saver scheme?
The First Home Super Saver (FHSS) scheme can help you buy or build your first home using money from your super.
If you’re an eligible first home buyer, the FHSS scheme allows you to withdraw some of your voluntary super contributions, along with associated earnings, to put towards a first home deposit.
Most people still need savings outside of the FHSS scheme, but by saving within superannuation, the FHSS could help you save money on tax.
How much can I withdraw from my super to buy my first home?
The FHSS scheme allows you to withdraw up to $15,000 of your voluntary contributions per financial year (from 1 July 2017), up to a total of $50,000 (or $100,000 for couples) plus any associated earnings.
Only the voluntary contributions you’ve made such as salary sacrifice amounts or contributions from your bank or savings account can go towards your home deposit with the super saver scheme. You can’t include the contributions your employer is required to make for you, such as Superannuation Guarantee (SG) contributions, or spouse contributions.
If you have KiwiSaver and other transfer amounts from foreign super funds, these are considered voluntary contributions and therefore can be used towards the FHSS scheme to purchase your first home in Australia, although there may be some differences that apply. For more information refer to the ATO website.
Who is eligible?
To access voluntary super contributions under the FHSS scheme, you must meet some key eligibility criteria:
- be 18 years or older
- have not previously held interest in property in Australia (unless you lost your property due to financial hardship)
- have not previously made a successful FHSS release request
- be looking to buy or build a property within the next 12 months
- intend to occupy the property for at least six months within the first 12 months
Eligibility is assessed on an individual applying. This means that couples, siblings or friends can each access their own eligible voluntary contributions to purchase the same property. If any of you have previously owned a home, it will not stop anyone else who is eligible from applying.
The home must also be for residential purposes in Australia and your name must be on the title of the property you buy. You cannot use the FHSS scheme to purchase a houseboat, motor home, vacant land (unless you’re building on it), investment property or any other form of property not able to be occupied as a residence.
To see a full list of eligibility criteria, visit the ATO website.
How do I withdraw my money from super to buy or build a house?
Step 1: Request a FHSS determination
It's important you request a FHSS determination from the ATO via myGov before ownership of any real property transfers to you (generally following settlement of a property contract). You can request a determination on more than one occasion, and you will need a determination before you can make a release request.
The ATO will let you know the maximum withdrawal amount from your super for the FHSS and the tax applicable.
Step 2: Request the release of your super savings
After you have a FHSS determination and are ready to access your FHSS amount, you can then request a release up to the amount stated on your FHSS determination. The ATO will then liaise with us, as your super provider. We’ll release the funds to the ATO, who will then deduct any applicable tax (and offset the amount against any outstanding debts with the ATO or any other Commonwealth Government agency) and pay the remaining funds into your nominated bank account. You should allow 15-20 business days for this to happen.
Step 3: Sign a contract and notify the ATO
If the date you ‘requested the release’ was after 14 September 2024, you have 12 months to sign a contract to buy or build your first home. You need to notify the government via myGov within 90 days of signing the contract. If you don’t you may be subject to FHSS scheme tax.
If you don’t sign a contract within the 12 months, the ATO may grant you an extension for a further 12 months or you can redeposit the money back into your super.
If your ‘requested release’ date was before the 15 September 2024 visit the ATO website for details.
Step 4: Complete your tax return
The ATO will send you a payment summary at the end of the financial year. You will need to include the assessable FHSS released amount and tax withheld shown in your tax return.
What’s next?
If you want to move into your first home as soon as possible, use these helpful tools and tips.
Get expert advice
Everyone’s tax circumstances and eligibility are different, so it’s worth seeking advice to make sure the FHSS scheme is right for you. Call TelstraSuper Financial Planning on 1300 033 166 or request a call back.
Request a call backMake voluntary contributions
You can make eligible voluntary contributions to your super under the FHSS scheme such as:
• Pre-tax (concessional) contributions ie salary sacrifice
• Post-tax (non-concessional) contributions such as a contribution from your bank account or other savings account
Frequently Asked Questions
- Who runs the scheme?
- How many times can I use the scheme?
- What are the tax benefits of using my super to buy my first home?
- How much tax will I pay when I withdraw money from my super to buy my home?
- What if I don’t buy a home within 12 months of receiving the money?
- When is the right time to buy a house with the FHSS scheme?
- Where can I get more information about the FHSS scheme?