2023

Conditions of Release

Source: Online

Published Date: 30 Mar 2023

 

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Most of the conditions of release that provide fund members with access to their super have not changed substantially for many years (excluding the COVID-19 measures!). However, there remain several areas that still cause confusion.

In this session Julie reviews areas that can be unclear or seem contradictory, including the retirement definitions of release and dealing with terminal illness benefits. Julie also reviews some of the practical issues that arise including managing a previous condition of release and the documentation requirements to substantiate that a condition of release has been met.

Individual Session

Author(s): Julie Steed

Details

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