SMSF toolkits
Pension | cash out
What happens when a pension is cashed out? SUPERCentral's FAQ for the 2024 - 2025 Financial year answers many important questions. Such as what is the difference between a roll back, roll over and a cash out? See our complimentary FAQ guide
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Permits an AB or TRIS pension to be cashed out as a superannuation lump sum payment
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This template document permits an AB or retirement phase TRIS pension to be partially commuted and the commutation amount to be cashed out as a lump sum. The portion of the superannuation interest not cashed out will continue to support the reduced pension.
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