Defined Pension Conversion Report

Defined Pension Conversion Report

Post Retirement Fax Form (PDF)   FaxForm Report Request.

Sample Report (PDF)   Sample Report.

Cost for the preparation of a
 Defined Pension Conversion Report:

$330 inc GST

The opportunity to convert old legacy pensions has been increased by the relief granted by the Minister on Centrelink waive of debt provisions. Sometimes the conversion is required because of the result of the complying pension failing to meet the high probability test.

This report examines

  • The Age Pension entitlement ramifications of a conversion to a market linked pension
  • Consideration of a roll over to a lifetime annuity with a life office
  • Conversion terms and the use of unallocated reserves
  • What level of retirement drawdowns is sustainable and the sourcing of this from private and Age pension sources
  • Estate planning ramifications

If you have any questions please don’t hesitate to contact Brian Bendzulla on 03 6223 2320.