Transition to retirement income stream: maximum annual payment

10%of the account balance

Current rule since 1 July 2007
Source: ATO
Last verified 11 October 2026

Value: 10% of the account balance
Unit: Per cent of the account balance
Current rule since: 1 July 2007The date the current rule started. The number itself is older.
Reset cycle: Set by legislation. It changes only when the law changes.
Official source: ATO: Transition to retirement income streams (TRIS)
Last verified: 11 October 2026, against the official source.

About this figure

The most that can be paid in a financial year, as a share of the account balance on 1 July, or on the start date in the year the income stream starts. The rate does not vary with age. The ATO says the limit applies until the member meets a condition of release with no cashing restrictions. The effective date is when this definition commenced, under Schedule 3 of the Superannuation Industry (Supervision) Amendment Regulations 2007 (No. 1).

Change history

No earlier value has been recorded for this figure.

This figure as JSON

{
  "id": "tris_max_payment",
  "value": 10,
  "unit": "percent_of_balance",
  "effective_from": "2007-07-01",
  "effective_from_basis": "provision",
  "resets": "legislated",
  "source": {
    "publisher": "ATO",
    "title": "Transition to retirement income streams (TRIS)"
  },
  "verification": {
    "status": "verified_primary",
    "checked_on": "2026-10-11"
  }
}

Also in /api/figures.json. Full record: /api/v2/figures/tris_max_payment.json