This service is designed to make existing (non-DBA Lawyer) pensions reversionary.
We have a range of services that can result in a pension being made reversionary, including:
- Our pension documents have the relevant provisions already included in them for making a reversionary pension. For further information on our pensions, click here.
- Our SMSF deed has special power included in it to ensure a reversionary nomination will satisfy the automatically reversionary criteria specified by the ATO in TR 2013/5. The BDBN form that comes with our SMSF deed documentation can be used to make a pension reversionary which will override any existing pension (whether a DBA Lawyers or pension from any other supplier). For further information on our SMSF deed, click here.
- Our pensions — reversionary nomination services outlined here.
Pricing* is as follows:
See the order form (above) for information regarding ‘standard documents’ versus ‘premium service’.