Pension - full rollover

Please note: this document is only appropriate for the situation where a member is cashing out their entire balance of a nominated pension in the superannuation fund with the intention of rolling over their benefit to another superannuation fund.

If the Member is rolling over their only interest in the superannuation fund, 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.

Self-managed super funds (SMSF) who receive a request to rollover their member’s super balance to an SMSF must also use the SMSF verification service (SVS) to verify SMSF details of the recipient fund.

For superannuation funds governed by non-SUPERCentral or non-Townsends Lawyers governing rules, please review the applicable trust deed and governing rules to determine if the template is suitable for the Superannuation Fund.

This set provides all of the information and the documents required to fully rollover an account based or TRIS pension in retirement phase and includes:

Rollover checklist and instructions
Application for full rollover
Written resolutions

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

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