Loading
This thread is archived and the information may not be up-to-date. You can't reply to this thread.
Ozvicderf(Newbie)Newbie
10 Mar 2023

I am currently 62. After I turned 60, I ceased work totally and was able to setup an account based pension drawing a regular tax free income stream. Since then I have resumed part-time employment of 22 hours / week where employer super contributions are made into a totally separate accumulation account.

However I am not happy with the performance of the superfund of my account based pension and would like to transfer the balance of this account based pension to another superfund. Am I able to do this such that it is still an account based pension in the new fund? Or will it need to be a TTR arrangement, where investment returns are taxed at 15%, given that I have now started part-time work. Noting that the current account based pension was established with my super balance at the time I ceased work 2 years ago.

1,532 views
2 replies
1,532 views
2 replies

Most helpful response

All replies

Loading
Can I transfer my account based pension to another super fund if i have resumed part time work? | ATO Community