Pension - partial rollover

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 - single use | no legal review

Please note:  This document set is only appropriate for the situation where a member is rolling over  a portion of their interest in the superannuation fund.

As the Member is only rolling over a portion of their benefit, the Member will continue to participate in the management of the superannuation fund by remaining a trustee or a director of the corporate trustee

It is not appropriate for the situation where the rollover relates to a death benefit or a terminal medical condition payment.

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

This set provides all of the documents to partially commute the a pension and to authorise the payment of a rollover lump sum benefit to the other fund, and includes:

• Rollover checklist and instructions
• Application for partial rollover
• Written resolutions

Please note:  the online order form provides a completed set of populated and amending documents for one member only.   If you would like to make an order for a second member please submit another set of instructions.   The other fund must issue the necessary documents to commence a new pension.

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