Get the super lump sum schedule
Go to Superannuation lump sum scheduleThis link opens in a new window on our Publications Ordering Service (POS) at iorder.com.au to get a copy.
What you will need
If you receive 2 or more superannuation lump sums, you need to complete a Superannuation lump sum schedule using the information on your payment summaries. Lodge the schedule you complete with your individual tax return.
You will need your PAYG payment summary – superannuation lump sum.
Help completing the super lump sum schedule
For help to complete the schedule, see question 8 Australian superannuation lump sum payments 2025 of the individual tax return instructions.
You can use this form for any income year. Complete the section Superannuation lump sum schedule for year ending 30 June with the relevant income year. For example, for the income year 2024–25, write 2025.
For help completing the form for a prior income year, see Individuals tax return instructions in Prior year tax return forms and schedules.