We offer a service to make existing pensions reversionary. That is, we draft documentation to ensure that a ‘Dependent Beneficiary’ is automatically entitled to receive a pension upon the pensioner’s death. Under the ATO’s draft taxation ruling TR 2011/D3 this ensures the pension smoothly continues upon death. Hence, this ensures the pension exemption smoothly continues after a fund member dies. For more information, see our August 2011 newsletter.
Pricing* is as follows:
| Number of pensions | Standard documents | Premium service |
|---|---|---|
| 1 | $330 | $660 |
| 2 | $495 | $990 |
| 3 | $695 | $1,290 |
| 4 | $895 | $1,590 |
| 5 | $1,095 | $1,890 |
See the order form (above) for information regarding ‘standard documents’ versus ‘premium service’.
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