Pensions

Account based pension
To commence a new account based pension
$220 SUPERCentral deed
$330 non-SUPERCentral deed
Per pension per member
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
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
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
$88.00 - Please see details page before ordering
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
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
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
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
Pension cashing out
Please see details page for FAQ
Permits an AB or TRIS pension to be cashed out as a superannuation lump sum payment

$88.00 - Please see details page before ordering
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
Pension excess contribution | commutation
Please see details page for FAQ
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
Resolutions required to revoke a previous implementation of an excess minimum pension commutation strategy
$88.00 - Please see details page before ordering
Pension rollover
Please see details page for FAQ
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
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
Pension rollback
Please see details page for FAQ
Allows the transfer of the entire pension balance to accumulation phase within the same fund.
$88.00 - Please see details page before ordering
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