Pension - full rollback

Product type: Standard template | no legal review or advice

Price: $88.00

This document set is not suitable if the roll back is less than 100%. In this case use the ‘Pension - Partial Roll Back” template.

Rolled back means that the pension is fully or partially commuted (as the case may be) and the commutation amount is applied to an accumulation account. It can be used whether or not the member has an existing accumulation interest in the fund.

Note: Beneficiary pensions (ie pensions arising from a death benefit – such as pensions payable to the spouse or child of the deceased member and also reversionary pensions when they transfer to a spouse or child of the deceased member) cannot be rolled back to accumulation phase. They can be rolled back for the purpose of transferring the pension balance to another fund to immediately commence a new beneficiary pension.

Please confirm that the pension is able to be rolled back. Certain pensions cannot be rolled back – such as beneficiary pensions and transition to retirement pensions (unless the transition to retirement pension has moved to retirement phase).

This set provides all of the information and the documents required to rollback the entire pension balance to accumulation phase within the same fund and includes:

Rollback checklist and instructions
Application for pension rollback
Written resolutions

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

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