“Re-contributing a Superannuation Lump Sum for a More Tax Effective Income Stream”

Home > Financial Focus

By making a lump sum withdrawal from superannuation and re-contributing the amount to the fund as a Non-Concessional Contribution, a client aged under 60 may be able to increase the tax effectiveness of a resulting income stream. The withdrawal and re-contribution allows the potential increasing of the tax free component which is used to calculate the tax free amount attributable to each income stream payment under the proportioning rule. The tax free amount is the annual amount that is paid to the income stream recipient tax free.


"Securing your financial future is an important decision in everyone’s life and we wouldn’t entrust it with anyone else.  Whether you are a passive or active investor, Momentum provides experienced,..."

Matt & Kirsty, Gold Coast
See More Testimonials

Meet the Team at Momentum

Sara Fitzgibbon

Administration Assistant - Part Time
Team Profiles

Newbrocom Pty Ltd (ABN 39 152 026 330) trading as Momentum Financial Planning is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee Licence number 234665.



Momentum Financial Planning is one of a select number of businesses that has been awarded Certified Quality Advice Practice status by Charter Financial Planning. This programme sets an industry benchmark for providing high-quality financial advice. The certification is awarded based on industry qualifications, demonstrated best practise business operations and proven success in meeting the financial planning needs of clients.

© Momentum Financial Planning 2010 - 2019 All Rights Reserved :: Website by Giant Media :: ADMIN