Accessing Superannuation Benefits

SMSF trustees cannot release a member’s preserved or restricted non-preserved benefits until the member satisfies a ‘condition of release’. Once the trustee is satisfied that a condition of release has been met, they need to confirm whether any cashing restrictions apply to determine how much of the member’s interest can be released and in what form i.e. a lump sum or an income stream (pension).

This bulletin helps to identify the most common conditions of release an SMSF may come across as well as some of the more quirky conditions, and identifies any cashing restrictions that might apply

To read this bulletin in its entirety download the PDF version here.

Borrowing in your SMSF

Borrowing within a Self-Managed Superannuation Fund (SMSF) can be a useful strategy forinvesting retirement savings, allowing an SMSF to acquire

3 Ways to get into Property with a SMSF

Investing in property through a Self-Managed Super Fund (SMSF) remains a popular topic, as many Trustees are keen to include

FAQs for LAB Group

Who is LAB Group? LAB Group specializes in RegTech, offering digital workflow solutions to streamline complex customer onboarding and

Appointing SuperGuardian as your Tax Agent

Self-Managed Superannuation Funds are required to use the Client-agent linking nomination process to appoint a Tax Agent or update the

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