Money Out of the SMSF – SMSF Compliance Basics - 2025

Learn about the treatment of withdrawals from an SMSF as well as what happens upon the death of a member or winding up of an SMSF.

In this unit, we cover:

• Preservation rules

• Conditions of release

• Early access of super

• How can benefits be paid?

  • Lump sums

  • Super income streams - types & conditions

• Death of a member

  • Death Benefit Nominations

  • Payment or pension?

  • SMSF Wills

  • Contesting of super death benefit payments

• Winding up the SMSF

Date recorded: 26 June 2025