Lump Sum Payments for member over 65 in accumulation phase

Christopher Stacey

• 21 April 2026 01:15

How do I produce PAYG Suammary Statement for Lump Sum & Superannuation Lump Sum Pre-payment Statement

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  Christopher Banks

  • 21 April 2026 07:00

  Hi Christopher,

  You can print a PAYG Summary Statement - Lump Sum and a Summary Pre-payment statement by either:

  • Head to Accounting > Transaction List. Find the 46000 transaction related to the members' accumulation account, and select the transaction to edit.
    Then click the arrow next to the save button, and select Save and Prepare Documents.
    Both the PAYG Summary Statement - Lump Sum & Lump Sum Pre-payment Form will be generated.
    
    
  • Head to Reports > Reports. Search for 'Lump Sum' in the search bar, then add PAYG Summary Statement - Lump Sum & Lump Sum Pre-payment Form to the report pack section. Click preview to generate the Forms, or click the PDF symbol to generate them individually.

  I hope the above answers your post and if there are any further questions, please reply to let me know so I may assist further.

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