How to make superannuation lump sum payments

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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 SMSF Specialist Advisor.
  • Lump sum payments made from a member’s pension account.
  • Rollovers or transfers to another super fund.

Disclaimer: This guide does not seek to provide personal advice specific to your needs, it is intended only as a guide for illustrative purposes only. We encourage you to seek advice from an SMSF Specialist Advisor. 


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