22 April 2025

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Why the $5.4 trillion wealth transfer is a generational tragedy The 2025 Australian Federal election – implications for investors Finding the best income-yielding assets What history reveals about market corrections and crashes Howard Marks: the investing game has changed

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Paying benefits from a self managed super fund

Graham Hand
16 May 2013

The ATO has produced a new publication called Paying benefits from a self-managed super fund. This publication addresses a growing need for more specific information to assist you if your fund has members who will soon be entering, or have entered, retirement.

The rules and regulations that apply to your SMSF in the accumulation phase continue when a member retires, however, paying retirement benefits brings additional regulatory and taxation requirements. This publication provides topical information about the issues you need to understand to meet the regulations that govern the payment of benefits. For more information about SMSFs, refer to ato.gov.au/smsf

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Paying benefits from a self managed super fund