Pensions

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 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.

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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

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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

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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.

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.

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Allows the transfer of the entire pension balance to accumulation phase within the same fund.

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.