Lump Sum Options

What happens to that super nest egg when you retire? If you are considering taking it out as a lump sum, find out how much tax you'll be up for.

Your super lump sum can attract different levels of tax depending on whether you've been taxed on your super contributions and on your total benefits.

Or converting it to a pension, BT Financial considers whether you access your super before or after age. BT Financials super benefits are generally tax-free after age 60 (including pension payments). You may incur tax if you draw on your super under age 60.