Things to consider when applying
This checklist will assist you to collect the required documents to support your compassionate release of super application, which may reduce delays, or your application not being approved.
Accessing super early can have significant financial impacts and should be a last resort. You need to read the information on our website before using this checklist as it contains more detailed information about:
- eligibility criteria and evidence requirements for eligible expenses
- implications of accessing your super early
- how amounts withdrawn on compassionate grounds are taxed.
Important to note
If you borrowed money to pay for your or your dependant’s expenses, you may still be eligible. You will need to provide additional documents regarding the borrowed amount as part of your application.
Evidence required to support your application
The following items can be supplied as evidence:
- utility bill in both your and the other person's names (or other documents, for example, bank statements) to confirm you live together at the same address
- bank statements (or other documents for example, receipts) showing the financial support provided between you and the other person
- statutory declaration from yourself that includes information supporting you have a close personal relationship with the other person and that includes examples of the domestic support and personal care one or each of you provide the other.
Note: All documents need to show who they were issued to. Where you are providing bank statements, you need to ensure that the account holder's name and statement period are visible.
See Statutory declarations for information on how to access and complete the declaration.
Information to consider
Evidence of financial support can include payments between you and the other person or the payment of expenses on their behalf, such as utility bills, rent, groceries.
Information that can support you have a close personal relationship includes:
- nature of the relationship
- duration of the relationship
- details of assets that are jointly owned
- any information that suggests the relationship is permanent
- public aspects of the relationship.
Information that demonstrates that you support the other person, and provided domestic support and personal care includes:
- domestic support and personal care provided
- care and support of children
- details of the emotional support you provide each other.
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