Pensions
Account based pension
To commence a new account based pension
$220 SUPERCentral deed
$330 non-SUPERCentral deed Per pension per member |
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Pension consolidation
All of the documentation required to merge multiple superannuation accounts or pension streams of the same member payable from the same superannuation fund into one .
$220 SUPERCentral deed
$330 non-SUPERCentral deed |
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Pension refresh
For all the documents needed to refresh a pension by merging the commutation amount with an existing accumulation interest and issuing a replacement pension.
$220 SUPERCentral deed
$330 non-SUPERCentral deed |
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Pension | reversionary
Use this document to vary a non-reversionary pension to a reversionary pension of an account based or TRIS pension.
$88.00 - Please see details page before ordering
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$88.00 - Please see details page before ordering
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This document permits the variation of a non-reversionary pension to be a reversionary pension which will be payable to the dependant spouse of the member.
$88.00 - Please see details page before ordering
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This document set permits the variation of a reversionary pension by the replacement of the current reversionary beneficiary (“A”) with another (replacement) reversionary beneficiary (“B”)
$88.00 - Please see details page before ordering
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This document set confirms the transfer to a reversionary beneficiary of either an account-based pension or of a TRIS pension where the reversionary beneficiary is a death benefit dependant of a deceased member.
$88.00 - Please see details page before ordering
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Transition to retirement (TRIS) pension
All of the documentation required to commence a new transition to retirement pension
$220 SUPERCentral deed
$330 non-SUPERCentral deed |
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Pension cashing out
Please see details page for FAQ
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Permits an AB or TRIS pension to be cashed out as a superannuation lump sum payment
$88.00 - Please see details page before ordering
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Permits an AB or retirement phase TRIS pension to be partially commuted and the commutation amount to be cashed out as a lump sum
$88.00 - Please see details page before ordering
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Pension excess contribution | commutation
Please see details page for FAQ
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Apply this strategy to maximise super capital to which tax exemption applies and generate transfer balance debits
$88.00 - Please see details page before ordering
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Resolutions required to revoke a previous implementation of an excess minimum pension commutation strategy
$88.00 - Please see details page before ordering
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Pension rollover
Please see details page for FAQ
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Documents to Roll over of the entire pension balance to another super fund by way of a full commutation and payment of rollover superannuation benefit.
$88.00 - Please see details page before ordering
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Allows a rollover of a portion of the pension balance to another super fund by way of a partial commutation and payment of rollover superannuation benefit.
$88.00 - Please see details page before ordering
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Pension rollback
Please see details page for FAQ
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Allows the transfer of the entire pension balance to accumulation phase within the same fund.
$88.00 - Please see details page before ordering
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For an account based pension or a transition to retirement pension (which has transferred to retirement phase) to be partially rolled back to accumulation phase.
$88.00 - Please see details page before ordering
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Details Order Enquiry |