Information to help you understand how to access your super when you are ready
Paying superannuation death benefits from an SMSF
Paying superannuation death benefits from an SMSF This step-by-step guide aims to help you understand how superannuation death benefits are dealt with on the death of any member. It also identifies issues for trustees to personally consider as members, regarding the distribution of their personal superannuation death benefits. DISCLAIMER: This guide does not seek to provide…
How to make superannuation lump sum payments
This step-by-step guide will help you, as trustee of your SMSF, to comply with the tax and superannuation laws when paying a lump sum to a member. This guide does not cover: Lump sums made after the death of a member. We consider this to be a specialist area – please seek advice from an…
How to pay a pension from your SMSF
Commencing a pension from your SMSF This step-by-step guide will help ensure that an account-based pension or a transition to retirement income stream paid by your SMSF satisfies the tax and superannuation laws. This guide does not cover pensions paid after the death of a member. We consider this to be a specialist area –…