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While the ATO has previously stated that changing a pension to reversionary after it has been commenced is generally fine where the deed allows it, it may be safest to stop and restart
The following are available via our website and are not often available in the one place. All can save you time and effort. *
Silvan Ridge Insurance Consultants Pty Ltd ATF Silvan Ridge Insurances Trust (ABN 16 061 527 130) is an authorised representative and credit representative of Charter Financial Planning Ltd ABN 35 002 976 294, Australian Financial Services Licence and Australian Credit Licence No. 234665.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person.You need to consider your financial situation and needs before making any decisions based on this information.
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