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TommyTabby(Newbie)Newbie
12 May 2022

I have two super accumulation accounts with the same Fund. One receives my 'concessional' contributions and the other receives my 'non-concessional' contributions. When over 65 (and under 75) and still working, will it be possible to move some or all of my 'concessional' account into an account based pension, withdraw some funds and re-contribute into the 'non-concessional' account if all age and cap limits are complied with? Are there any rules I am not aware of or restrictions to do with the fact that both accounts are in same Fund? ALSO. Is it true that I would actually not have to start an account based pension to withdraw a lump sum from only one accumulation account after age 65?

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Bruce4Tax(Taxicorn)Taxicorn
12 May 2022

All possible, as long as your fund's rules allow it.


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2 accounts in same Fund. Re-contributing | ATO Community