Accessing your super
This learning module contains information to help you understand how to access your super when you are ready.
Lessons associated with this course are reserved for members of our free community and SMSF Connect members.
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If you wish to become a member of SMSF Connect, please click here.
Disclaimer
The SMSF Association, ACN:103739617, has compiled the information contained herein in good faith and with due diligence for use by interested parties.
The author and contributors of information contained on this site accept no responsibility and disclaim all liability for any loss or misadventure of any kind, howsoever arising from the use of the said information.
In addition, as the information may change without being updated, users are cautioned that the accuracy of the information is not guaranteed and users are well advised to verify information with the authoritative sources. Note that the comments available here and in the related web pages do not constitute financial advice.
The SMSF Association is not responsible for matters contained in links to or from this site.
Course Content
Lessons
Status
2
How do the rules on accessing superannuation work?
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Question 1: What benefits make up your superannuation savings?
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Question 1a: Preservation categories of superannuation benefits
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Question 1b: When do my superannuation benefits become ‘unrestricted non-preserved’ superannuation benefits?
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Question 2: Have you met a condition of release?
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Question 2a: General conditions of release – voluntary condition of release
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Question 2b: Attaining preservation age – voluntary condition of release
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Question 2c: Early access to superannuation benefits in exceptional circumstances – voluntary condition of release
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Question 2d: Other limited conditions of release
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Question 3: What type of benefit can you draw down?
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Question 3a: Paying an account-based pension
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Question 3b: Paying a transition to retirement income stream from your SMSF
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Question 3c: Paying a superannuation lump sum from your SMSF
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Question 4: Paying a superannuation lump sum from your SMSF
- Question 1: What benefits make up your superannuation savings?
- Question 1a: Preservation categories of superannuation benefits
- Question 1b: When do my superannuation benefits become ‘unrestricted non-preserved’ superannuation benefits?
- Question 2: Have you met a condition of release?
- Question 2a: General conditions of release – voluntary condition of release
- Question 2b: Attaining preservation age – voluntary condition of release
- Question 2c: Early access to superannuation benefits in exceptional circumstances – voluntary condition of release
- Question 2d: Other limited conditions of release
- Question 3: What type of benefit can you draw down?
- Question 3a: Paying an account-based pension
- Question 3b: Paying a transition to retirement income stream from your SMSF
- Question 3c: Paying a superannuation lump sum from your SMSF
- Question 4: Paying a superannuation lump sum from your SMSF