Making an application to access your Super for medical costs is a simple process
Process
- Book your appointment with us
- Request a referral from your GP and send it to us
- Attend your appointment
- Receive our invoice
- Make a payment
- Receive your report and CRS form
- Book your GP Appointment
- Meet with your GP so they can complete their copy of the CRS form
- Upload your application to the ATO
Note: We are not financial advisors or registered tax agents. We recommend you seek independent legal, financial, taxation or other advice to check how the early access of super may impact your circumstances.
Submit
Submit via your MyGov Account by following these steps
- Go to the ATO online services home page
- Select the heading option Super
- then Manage
- then Compassionate Release
Questions
Timing
The timing of the various steps above are typically as follows
Book – The wait time for an appointment is on average 2 to 3 weeks.
Appointment – Our appointments take between 45 and 60 minutes
Report – The report preparation takes 1 to 2 working days
Submit – The ATO will review your application and reply. This can take as little as 2 working days but may take up to 2 weeks.
Please note that the above describes the standard process, should the order of any of the above present an issue then contact us to see if we can assist.