The LightYear Docs Addition of a Reversionary Pension enables an existing account based pension to add:
- ► Comprehensive estate planning
- ► Reversionary pensions for grandchildren
- ► A special purpose SMSF testamentary trust for adult child reversions with adult tax rates for minors
Additions require an upgrade of the existing trustee of the Fund. The interview process and pricing includes an upgrade to a standard SMSF or a Leading Member SMSF.
Transfers on death to a superannuation proceeds trust in an estate.
► $295.00 (inc GST) – OR provided under your unlimited membership (exc ASIC fee)
► The master document has been signed off by Abbott & Mourly and is congruent with Australian law.