SMSF Core
§ Rules · Superannuation Industry (Supervision) Regulations 1994 (Cth) Schedule 7

Minimum pension drawdown percentages by age band

Worked example: Age 76 at 1 July with an $850,000 pension balance
Schedule 7 bandsunder 65: 4% · 65-74: 5% · 75-79: 6% · 80-84: 7% · 85-89: 9% · 90-94: 11% · 95+: 14%
Pension balance at 1 Jul 2026$850,000
Band applying at age 7675-79 → 6%
Minimum annual payment (6% × $850,000, nearest $10)$51,000

Pensions commenced during the year pro-rate by days remaining; a pension commenced on or after 1 June has no minimum for that year.

Every 1 July, a retirement-phase pension recalculates its minimum annual payment: the Schedule 7 percentage for the member's age on that day, applied to that day's pension balance, rounded to the nearest $10.

How the rule counts

  1. 01The inputs are both fixed on 1 July: the member's age on that day and the pension balance on that day.
  2. 02The Schedule 7 percentage steps at ages 65, 75, 80, 85, 90 and 95.
  3. 03The product is rounded to the nearest $10. These are the standard rates; the COVID-era 50% reduction ended 30 June 2023.
  4. 04Paying less than the minimum risks the pension ceasing to be in retirement phase for the year, which is an ECPI question, not a rounding one.
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