Pension - roll back FAQ

Product type:  Complimentary document

if you would like to know if there are any tax consequences to the fund on roll back , or what happens to the tax free portion of the pension on rolling back - you will find answers to these important questions here. questions such as:

• What happens when a pension is rolled back
• What is the difference between a roll back, roll over and a cash out?
• Can account based pensions be rolled back?
• Can transition to retirement pensions be rolled back?
• Is the commutation amount arising from the roll back taxable to the member?
• What happens to the preserved amount of the pension on rolling back?   (transition to retirement pensions)
• SIS Contribution Acceptance Rules; and contributions caps

For answers to these and other important information areas, to access your complimentary copy please click on the order button for immediate access and document download

For assistance with any pension rolling back, rolling over or cashing outand how we might assist with advice and documentation please call SUPERCentral on 02 8296 6266 or make an enquiry.