Lump sum

This comprehensive information sheet provides a basic overview of the restrictions placed on trustees when paying lump sum benefits to members. The information provided is of a general nature only and should not be relied upon in lieu of specific professional advice.

This document set consists of the application and resolutions needed when a member is cashing out their entire accumulation interest in the superannuation fund with the intention of ceasing to be a member of the superannuation fund.

This document set consist of a checklist and resolutions for a member cashing out a portion of his or her interest in the superannuation fund with the intention of remaining a member of the SMSF.

All the documents needed for a member cashing out their entire interest in the superannuation fund with the intention of rolling over their benefit to another superannuation fund.