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How can I withdraw money (SMSF or non-superannuation)

Note that these instructions are for any accounts except personal superannuation. 

  1. Log in to our onboarding portal
  2. Click on "Your Account(s)"
  3. Find the account that you wish to withdraw from. Under this account, there is a "manage withdrawal"  button Withdrawal 2025-04-22 000721
  4. Click "Create New Withdrawal"
  5. You will have the option to do either a partial or full withdrawal

 

For more, see frequently asked questions.