Why Did My Tax Refund Drop? The LMITO Effect Explained

Updated

If you lodged your FY2022–23 tax return and received a smaller refund than expected — or even a tax bill where you expected a refund — the most likely explanation is the end of the Low and Middle Income Tax Offset (LMITO). LMITO was worth up to $1,500 per year and applied to incomes between $37,001 and $126,000. It ended permanently after 30 June 2022.

The Core Reason: LMITO Ended

The Low and Middle Income Tax Offset (LMITO) was a temporary tax offset introduced in 2019 and extended through the COVID-19 period. It was worth up to $1,500 for incomes between $48,001 and $90,000, with lower amounts for incomes below $48,001 and a phase-out above $90,000.

After FY2021–22, LMITO was not extended. From FY2022–23 onward, eligible individuals no longer receive this offset when lodging their tax return.

The practical impact:

If you earned $70,000 in FY2021–22 and again in FY2022–23, all else being equal:

  • FY2021–22: LMITO of $1,500 applied → reduced your tax by $1,500
  • FY2022–23: LMITO of $0 → tax is $1,500 higher, refund is $1,500 smaller

How Much Did the Expiry of LMITO Affect Refunds?

Taxable income (FY2021–22)LMITO receivedImpact on FY2022–23 refund
Under $37,000$255Refund up to $255 less
$37,001 – $48,000$255–$1,500Refund $255–$1,500 less
$48,001 – $90,000$1,500Refund up to $1,500 less
$90,001 – $126,000$1,500 declining to $0Refund up to $1,500 less
Over $126,000$0No change from LMITO expiry

Other Reasons Your Refund May Have Shrunk

While LMITO expiry was the most common reason for smaller refunds in 2022–23 and 2023–24, other factors can also reduce a tax refund year-on-year:

ReasonEffect
Higher income than prior yearMore tax owed at higher marginal rate
Fewer deductionsLess tax offset via claims
Side income not accounted forAdditional tax payable at return time
Investment income (dividends, interest)Increased assessable income
Employer withheld less than requiredUnder-withholding creates a tax bill
PAYG instalments changedMay reduce or eliminate refund
Change in withholding from second jobOverlap between withholding schedules

Did the Stage 3 Tax Cuts Help?

The Stage 3 tax cuts took effect from 1 July 2024 (i.e., FY2024–25 onward). These cuts reduced the 32.5% marginal rate to 30% and adjusted tax brackets. For most earners in the $45,001–$135,000 range, the Stage 3 changes provided meaningful annual tax reductions — but these changes took effect two years after LMITO ended, so FY2022–23 and FY2023–24 returns still reflected the full effect of LMITO’s removal.

For FY2024–25 returns (lodged from July 2025), Stage 3 benefits should partly offset the ongoing absence of LMITO.

Should I Adjust My PAYG Withholding?

If you have consistently received large refunds and want to smooth this out, you can ask your employer to increase withholding via a Withholding Variation or a Withholding Variation Application to the ATO. Alternatively, if you have complex income, a tax agent can help you understand your likely tax position before year end.

Frequently Asked Questions

My refund was $2,000 less than last year. Is LMITO the only reason? LMITO accounts for up to $1,500 of refund reduction. If your refund dropped by more than $1,500, additional factors are likely at play — such as higher income, fewer deductions, or other income not reflected in PAYG withholding. A tax agent can review your return and explain the specific drivers.

Will there be a new LMITO-like offset in future budgets? As of FY2025–26, no new LMITO equivalent has been announced. The government’s position is that Stage 3 structural changes provide ongoing relief. Future budgets could change this, but there is no indication of a new temporary offset of this type in current legislation.

I am on a low income and received only $255 in LMITO — is that right? Yes. LMITO was worth only $255 for those earning $37,000 or less. The maximum $1,500 required income between $48,001 and $90,000. Low-income earners also have the permanent LITO (up to $700) and the tax-free threshold, which provide more significant relief on a percentage basis.


This article provides general tax information only. For advice tailored to your situation, speak with a registered tax agent. Find one through the Tax Practitioners Board register or visit MoneySmart.