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Worried you’re missing part of your refund? Remember, the low and middle income tax offset isn’t a refund on its own – it’s used to offset (or reduce) the amount of tax you pay. The offset amount you may be entitled to is automatically applied and could range between $255-$1080, depending on things like your taxable income and how much tax you’ve paid.
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ATO Community

I have reached the preservation age and looking to access a lump sum as no longer working

Newbie

Views 271

Replies 3

 
1 ACCEPTED SOLUTION

Accepted Solutions

Most helpful response

ATO Certified Response

ATO Community Support

Replies 0

Hi @LuuLuu,

 

Because you have reached preservation age, you'll need to apply for your super directly through your fund.

 

Under some early access to super measures, applications must go through us, but as you've reached preservation age and are retired, this doesn't apply to you.

 

You can read about super withdrawal options on our website.

3 REPLIES 3

Devotee

Replies 2

Contact your super fund

Newbie

Replies 1

HI, It has a  statement on the ATO site to either complete online with ATO or contact the super fund, I want to complete online with ATO, but am still looking for the link

Most helpful response

ATO Certified Response

ATO Community Support

Replies 0

Hi @LuuLuu,

 

Because you have reached preservation age, you'll need to apply for your super directly through your fund.

 

Under some early access to super measures, applications must go through us, but as you've reached preservation age and are retired, this doesn't apply to you.

 

You can read about super withdrawal options on our website.