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Your withdrawal details
Information on your regular pension payments is shown in the table at the bottom of the page.
HOW DO I CHANGE MY PENSION PAYMENT AMOUNT?
Investment market performance and changes to your income needs may prompt you to reconsider your investment strategy. It is important to understand how your money is invested before you make any changes, and it can be helpful to speak with a financial planner.
If you’d like to update your pension payment amount you can do so by following these steps:
I want the minimum |
I want to receive a set amount |
1. Click ‘Edit’ Current Withdrawal Details. |
1. Click ‘Edit’ Current Withdrawal Details. |
2. Select ‘Minimum annual amount permitted’ |
2. Elect the ‘Nominated amount’. This must be above the minimum drawdown rate.
|
3. Click ‘Continue’ |
3. Click ‘Continue’
|
Your updated pension payment amount will apply when your next pension payment falls due. If we are due to make your next payment within 10 working days, we may update your payment amount after this payment.
MAXIMUM ANNUAL PENSION PAYMENTS
If you have an Catholic Super Transition to Retirement account, you can elect to receive a ‘Maximum’ amount. This must be no more than the maximum level set by the Government.
Please note: If you have altered your pension payment within the current financial year or started a new pension after 1 July, the Annual Pension Amount displayed below may not be a true reflection of the Annual Pension you will receive this financial year. For confirmation of your Annual Pension, please contact us.
CURRENT WITHDRAWAL DETAILS
| Annual Pension Amount: | |
|---|---|
| Payment Frequency: | |
| Pension Type: | |
| Payment start date: | |
| Minimum annual pension amount: | |
| Maximum annual pension amount: | |
| Regular pension amount: | |
| Withdrawal strategy: | |
| Next payment date: | |
| Relevant number: |
ONE OFF PAYMENT
You do not have sufficient funds available in your account to request a payment online.
You can request a lump sum (i.e. one-off) withdrawal from your pension account at any time. The lump sum amount will be withdrawn from your investment options in the same proportion as your regular pension payments. The requested amount (net of tax and fees where applicable) will be paid to the same bank account as your regular pension payments.
Transition to Retirement Income account: Some conditions apply if you have a Transition to Retirement Income account. Please visit csf.com.au/pds and refer to our Product Disclosure Statement for more information.
CURRENT WITHDRAWAL DETAILS
Please select your payment frequency.
| Pension Type: | ||
|---|---|---|
| Payment start date: | ||
| Minimum annual pension amount: | ||
| Maximum annual pension amount: | ||
| Regular pension amount: | ||
| Withdrawal strategy: | ||
| Next payment date: | ||
| Relevant number: |
Confirm your changes
Update withdrawal details
Nearly there, just check your changes and read the important information below before submitting your request.
| Withdrawal options: | From: | To: |
|---|---|---|
You have selected an investment option that takes into account your date of birth to determine your risk profile and appropriate asset allocation. Our records show your date of birth as undefined. If this date is incorrect, please cancel this change and contact us to amend before submitting.
By clicking submit, I understand the following important information
and wish to change my withdrawal details.
Confirm your request
Confirm your request
| Receipt Number: | |
We expect your request to take about three days. We'll update the details on your dashboard when it's all done.
Request a payment
You can request lump sum withdrawals from your pension account, in addition to your regular pension payments, at any time.
Note, some restrictions apply if you have a Transition to Retirement pension.
The lump sum amount requested will be drawn from your investment options in the same proportion as your regular pension payments. The requested amount (net of tax and fees where applicable) will be transferred to the same bank account as your regular pension payments.
ONE OFF PAYMENTS
Confirm your request
One off payment
Nearly there, just check that your one off payment amount of #amount is correct and read the important information below before submitting your request.
By clicking submit, I understand the following important information
and wish to request a one off payment.
Confirm your request
We've received your request, it might be a good idea to keep a copy of the receipt details for your records.
|
Receipt number: |
|
We expect your request to take about three days. We'll update the details on your dashboard when it's all done.