• PAYG payment summary – superannuation lump sum

    Use this form if you have paid a super lump sum to any of the following payees:

    • a person under 60 years
    • a person 60 years and over where the payment contained a taxable component with an untaxed element
    • a non-dependant in the event of another person’s death
    • the trustee of a deceased estate.

    You can only pay a super lump sum if you are one of the following:

    • a super fund
    • an approved deposit fund
    • a life insurance company or registered organisation
    • a retirement savings account (RSA) provider.

    Do not use this form for super lump sum payments paid to a person with a terminal medical condition.

    This payment summary does not apply to:

    How to obtain this form

    To obtain a printed copy of the form:

    See also:

    Last modified: 10 Nov 2017QC 35966