Lump sum - full roll over by member

Price $88.00     Single use | no legal review

This document set is only appropriate for the situation where a member is cashing out their entire interest in the superannuation fund with the intention of rolling over their benefit to another superannuation fund and thereby ceasing to be a member of the superannuation fund. 

The resolutions confirm the issue of a Superannuation Lump Sum Pre-Payment Statement (NAT 70764) and authorise the various actions required for the payment of the superannuation lump sum to the member.

As the Member is rolling over their entire benefit, the Member cannot continue to participate in the management of the superannuation fund by remaining a trustee or a director of the corporate trustee.  The Member must cease to be a trustee or director of the corporate trustee as soon as possible after the rolling over request has been made but in any event within six months of the benefit being cashed out.

This document set is not appropriate for the situation where the payment is a death benefit or a terminal medical condition payment.

This set provides all of the documents required to record a TRIS pension has reached the attainment of retirement phase:

• Rollover checklist
• Application for full rollover of a members benefit
• Written resolutions

Please note:  This online order form provides a complete set of documents for one member only.  To place an order for a different member, please submit a new set of instructions.

For assistance please call the SUPERCentral Help Desk on 02 8296 6266 or make an enquiry.