Lump sum and income stream (pension)

An SMSF can pay benefits in the form of a lump sum, an income stream or a combination of both, provided the payment is allowed under super law and the fund's trust deed.

You have to withhold tax from benefit payments to members who are:

  • under 60
  • 60 or over if the benefit is from an untaxed source.



Duration 2:27. A transcript of Planning for retirement is also available.

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Last modified: 16 Jun 2015QC 23340