Welcome to The A Firm Financial Solutions Group

Location: Robina
Email: info@theafirm.com

Phone Hours: 8:30am - 4:00pm
Robina: (07) 5596 4604

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A death benefit pension payable to a child beneficiary cannot be rolled over and must be converted to a lump sum by the time the child is 25.

If the deceased was receiving a pension at the time of his or her death, and a death benefit pension is payable to the surviving spouse, it may be rolled over.

The rollover must occur at least six months after the member’s death or three months after the grant of probate or letters of administration.

 

*SOURCE: SuperConcepts, SMSFTechBites

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