Pensions

To commence a new account based pension

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 .

Are your clients about to transition from accumulation to retirement phase? If so you'll need to have a smoothly executed and 100% compliant process in place.

All of the documentation required to commence a new transition to retirement pension

Use this document to vary a non-reversionary pension to a reversionary pension of an account based or TRIS pension.

This document permits the variation of a reversionary pension to be a non-reversionary pension and applies to an account pension; ie account-based pension or a transition to retirement pension.

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.

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”)

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.

What happens when a pension is cashed out? SUPERCentral's FAQ for the 2024 - 2025 Financial year answers many important questions. Such as what is the difference between a roll back, roll over and a cash out? See our complimentary FAQ guide

Permits an AB or TRIS pension to be cashed out as a superannuation lump sum payment

Permits an AB or retirement phase TRIS pension to be partially commuted and the commutation amount to be cashed out as a lump sum

This strategy involves ensuring that any payment from a superannuation fund for a member who is in retirement phase which is made after the minimum payment requirement has been satisfied. There are two benefits from applying this strategy: SUPERCentral explains how!

Apply this strategy to maximise super capital to which tax exemption applies and generate transfer balance debits

Resolutions required to revoke a previous implementation of an excess minimum pension commutation strategy

What happens when a pension is rolled over? The pension is commuted and the commutation amount is applied as a payment to another superannuation fund and the other superannuation fund then issues a new pension to the member. What is the difference between a roll back, roll over and a cash out? For answers, to this and more please read this FAQ from SUPERCentral.

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.

This document set 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.

Please see details page for FAQ

This template will permit an account based pension or a transition to retirement pension to be completely rolled back to accumulation phase. The pension is fully commuted and the commutation amount is applied to an accumulation account.

This document permits an account based pension or a transition to retirement pension to be partially rolled back to accumulation phase. The reduced balance of the superannuation interest will continue to support the pension.