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  • Superannuation lump sum

    Use PAYG payment summary – superannuation lump sum if you are a super fund making a lump sum payment to:

    • a person under 60 years old 
    • a person 60 years or older, if 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.

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    Last modified: 09 Aug 2021QC 18651