See how this product compares to other funds’ super products. you’re aged 60 or over and have ended your employment, you’re aged 65 or older, regardless of whether you’re still working or retired. Most pension payments are tax-free for those age 60 and over, but tax may apply if you’re younger or have an indexed pension. ... Forms and documents. If you’re a Flexi pension member, you can access additional money in your pension whenever you need it, but you must withdraw a minimum of $2,000 and you must keep at least $10,000 in your account for it to remain open. For full details, you should read the Flexi Pension Product Disclosure Statement (PDF, 3.1 MB) before applying and consider getting advice from a qualified financial adviser. 2 The investment fees and costs and transaction costs shown above are indicative only and are based on the investment fees and costs and transaction costs for the year ended 30 June 2020, including several components which are estimates. The calculation basis for this amount is set out in the product disclosure statement. Fact sheet and form Withdrawal – lump sum and/or rollover The Government has placed restrictions on when you can access your super, which generally must be ‘preserved’ in the superannuation system in order to fund your retirement. Fill has a huge library of thousands of forms all set up to be filled in easily and signed. If you continue to use your current browser then Fill may not function as expected.

They are calculated on the same basis, and paid at the same frequency and in the same manner as the Balanced investment option. Your withdrawal will be paid into your nominated bank account within 5 business days. Fields are being added to your document to make it really easy to fill, send and sign this PDF. Call us on 1800 331 685 for more information. W ould you lik e to make a full or partial transfer to a super . 1 If your account balance is less than $6,000 at the end of the financial year, certain fees and costs charged to you in relation to administration and investment are capped at 3% of the account balance. from your super—once you’re retired or while you’re still working. More on indexed pensions. Please note that if the amount requested is in excess of the maximum available under the Emergency Withdrawal provisions, then the maximum amount under the National Pensions (Amendment) Law, 2020 will be paid. Have the flexibility to withdraw extra money (subject to some conditions). Most pension payments are tax-free for those age 60 and over, but tax may apply if you’re younger or have an indexed pension. Once you start a Flexi Pension you can’t add money to it—so if you want to transfer extra funds to your super, do that before you apply. Connect with us Careers. With a Flexi Pension, you can pay yourself a regular income from your super—once you’re retired or while you’re still working. You need to be a UniSuper member and use a minimum of $25,000 from your super to start a Flexi Pension. For full details, you should read the Flexi Pension Product Disclosure Statement (PDF, 3.1 MB) before applying and consider getting advice from a qualified financial adviser. The information provided on this form is true and correct. If you have a Transition-to-retirement (TTR) pension, you can only make lump-sum withdrawals under special circumstances. Once finished you can manually add any additional fields and signatures to the document by dragging them from the toolbar. Connect with us You can choose how to invest your money, with the flexibility to change your income payments. Any advice on this website doesn’t take into account your objectives, financial situation or needs. If you’re under 65, you can create a Flexi Pension as part of a transition to retirement strategy. UniSuper pension options; Flexi Pension. There could also be other effects too, so it’s best to seek financial advice if you’re unsure. Super and Pension Withdrawal/Rollover form Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237492 RSEL L0001281 Macquarie Superannuation Plan ABN 65 508 799 106 RSE R1004496 macquarie.com If you answer NO to any one of the following please DO NOT submit the form as this may cause delays in the processing of your request. Choose from any of our 16 investment options. To be completed (Australian National University), E xpreion of Interest Your submission using this (Australian National University), 100 POINT CHECKLIST FOR NATIONAL POLICE CHECK (NPC) (Australian National University), EMPLOYER SUPER Request to Transfer IOOF We recommend (Australian National University), Commodity Vendor Declaration (Australian National University), Authority to Operate Amendment Form (Australian National University), LEARNER & OBSERVER (Australian National University), Direct Debit Request Form (Australian National University), PERSONAL FINANCIAL SUMMARY (Australian National University), Request to Amend an Existing Security (Australian National University), Verification Of Identity Certificate - WBC 2.0 WBC000103WBC, INGD IM258 10-08 Indd Home Loans - Loan application - Direct, Requesttochangemyhomeloanbroker-pdf Request to change my home loan - Broker originated home loans, Progresspaymentauthority-pdf Progress Payment Authority, Experian Consumer Credit Report Request Form WEB (Australian National University). Transfer your Flexi Pension to a super account (Australian National University), On average this form takes 10 minutes to complete. For larger documents this process may take up to one minute to complete. Cookies help us improve your website experience. Your DBD component will be converted to an accumulation benefit and used to start your Flexi Pension. For general advice at no extra cost or a personalised retirement plan from a qualified financial adviser, we can help set you up for retirmenent. As a UniSuper member, you can start a TTR - Flexi Pension upon reaching preservation age. Cookies help us improve your website experience. We acknowledge the Traditional Owners of country throughout Australia and pay our respects to their Elders - past, present and emerging. Your inbuilt benefits will end but, if you're eligible, you can choose transitioned insurance cover. Where information is transferred o, to ensure the recipient of the data has security sys, misuse, loss or unauthorised disclosure in line with Aus, access any personal information we hold, ho, information and how to make a complaint about a br.

Read How we invest your money (PDF, 1.27 MB) before making the choice on how the lump sum is paid. Check the rules and how to nominate your beneficiaries. You need to be a UniSuper member and use a minimum of $25,000 from your super to start a Flexi Pension. You can create a Flexi Pension and receive regular income from your super if you’ve reached your preservation age and retired.

you have an unrestricted non-preserved component of super (including death benefit income streams). Cookies help us improve your website experience. 5 Refer to ‘Additional explanation of fees and costs’ in the Flexi Pension PDS. Click the verification link in your email to start sending, signing and downloading documents. *Past performance is not an indicator of future performance. Defined Benefit Division members or members starting a transition to retirement strategy must use the paper form.

Note: If you’re in Australia on a temporary resident visa, you can’t use this form to withdraw from your super. Boost your super by salary sacrificing some of your income and replace what you’ve sacrificed with income from a Flexi Pension. If your request to withdraw funds from your Flexi Pension will you have an unrestricted non-preserved component of super (including death benefit income streams). How to withdraw extra money from your Flexi Pension when you need it. Choose how much and how often you are paid (subject to minimum and maximum amounts). (Australian National University), Broker home loan submission form. Generally, there is a limit on how much you can transfer from your super to a Flexi Pension. For more information about your retirement income options call us on. Choose how much and how often you are paid (subject to minimum and maximum amounts). Cookies help us improve your website experience. Flexi Pension withdrawal form. You can choose which investment options your lump-sum withdrawals will come from, but only if your pension account is invested in more than one investment option. $0 for the first switch per account each financial year.

Z File type: PDF, Australia forms for Australian National University, BROWSE AUSTRALIAN NATIONAL UNIVERSITY FORMS. You can choose how to invest your money, with the flexibility to change your income payments. 5 Refer to ‘Additional explanation of fees and costs’ in the Flexi Pension PDS. Call. 4 The investment fees and costs and transaction costs for other investment options are set out in the Flexi Pension PDS. Examples include: • you’ve permanently retired after reaching your If you transfer your entire super account balance to a Flexi Pension (defined benefit or accumulation), your existing insurance cover will end. Or you can reduce your hours as you ease into retirement and supplement your wages with an income from your Flexi Pension.

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