transfer the pension assets out of super as a lump sum cash payment to the member. This document package can be used if: a member is requesting the commutation; or the trustee received a commutation authority from the ATO and is required to effect a commutation of a pension to bring the ...
For Slack Investor, it was a matter of gathering scans of our most recent ATO Notice of Assessment for my partner and myself. Plus contacting my Super Provider to send me an income schedule for each of my Pension accounts – These are known as formSA 330and are often requested for dealin...