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julianbaldock@hotmail.com

Superannuation claim and refund

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Hello,

 

I lived in Perth 1992-2001

 

I had permanent residency and took out Australian citizenship

 

I worked in the health care sector firstly with a government hospital then this was taken over by a private healthcare company

 

Am I able to claim ny siperannuation payments back less tax or is there an age and time limit, I am currently 53

 

regards

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Posted (edited)

Hello Julian

 

As you were a permanent resident to be able to access your superannuation benefits then typically you will need to meet a condition of release, details found here: https://www.ato.gov.au/Super/APRA-regulated-funds/Paying-benefits/Releasing-benefits/Conditions-of-release/

That said there may be some slight variances in limited instances with certain government schemes and so it would also be diligent to contact your scheme directly for confirmation.   

Hope this helps.

Regards

Andy

Edited by Andrew from Vista Financial

Financial Adviser (FPA Member AFP ®) Specialising in UK Expat Advice and Pension Transfers / AR-322874 /AFSL-234951

SMSF Accredited Adviser / UK SIPP Authorised Adviser 

Director  - Vista Financial Services – www.vistafs.com.au 08 8381 7177

 

Please note that my advice is general advice only and professional financial advice should be sought for your own personal situation.

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