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Pensions & PaymentsAdministration

Retirement Phase Lump Sum Withdrawals

19 August 2025
retirement phase lump sum withdrawals

Proper planning should be undertaken and consideration given to how personal withdrawals are treated each year. Depending on your circumstances and available balances, personal withdrawals may either be categorised as pension payments or lump sum withdrawals for compliance and tax purposes.

To read this fact sheet in its entirety, download the PDF version below.

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