Need to get under the $1.6m pension cap? We can help.

Documents to help you avoid breaching the cap

The upcoming super reforms impose a $1.6m cap on the amount of capital that can be transferred to the pension phase of super.

For members needing to withdraw money to stay under the cap, we have developed a set of documents – a pension commutation request and trustee minute template – based on recently released ATO guidelines.

Simply fill in your details to access the documents.

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