Useful Links

spacer
May 21, 2012 | |  
Recent Announcements
01

On 18 February 2009, the Government released regulations to suspend minimum account-based pension draw down requirements for the second half of 2008-09. This will occur through a 50% reduction in the minimum payment amount on account-based pensions for 2008-09.

 

Current Minimum Payment Percentages

 

The current minimum payment percentages for account-based pensions are set out below.

 

Age

Per cent of account balance

Under 65

4

65 – 74

5

75 – 79

6

80 – 84

7

85 – 89

9

90 – 94

11

95 – more

14

 

Eligibility

 

The 50% reduction of the minimum payment requirement applies to superannuation pensions such as:

·                     Account-based pensions payable since 1 July 2007

·                     Transition to Retirement income streams

·                     Allocated pensions pre-dating Better Super Charges

 

Those who have already taken half of the current minimum payment for 2008-09

 

·                     The annual nature of the minimum payment rules means that a further payment will not be required until the end of the 2009-10 year.

 

·                     The excess cannot be contributed directly into a superannuation pension account. However, a person can make contributions to a superannuation accumulation account where they are below the age of 65, or aged between 65 and 74 and meet a work test.

Home | About Us | Services | News | Careers | Contact Us
C P Lee & Co Pty Ltd T/A Lee & Alexander | Terms Of Use | Privacy Statement