legacy pensions


Conversion of Defined Pensions

If the level of assets drops below the high probability liability value or for a variety of other reasons, a trustee may want to convert a defined pension. We have prepared three technical notes to assist with this issue.

 

Inadequate Defined Pension Assets .. >
Converting Defined Pensions .. >
Non-Performing Centrelink Pensions .. >

 

If the conversion is to a market linked pension then the following calculator will help with the new design.

ABPMLPost2007.xls .. >

 

If you would like a Conversion Report prepared please contact John Tellyros on 1800 203 123 or download and complete the following dataform.

ConvertingDefinedPensions.doc .. >

 

Crystallisation of Defined Pensions

At the trigger date, the trustees have an obligation to calculate the tax free component percentage. For more information a technical note has been prepared and a calculator is also available.

 

Tech Note: Defined pension tax free percentage calculation .. >
DefinedPensionTaxFree.xls .. >

 

If you would like a Tax Free Percentage Report prepared please contact John Tellyros on 1800203123 or download and complete the following dataform.

DefinedPensionTaxFreeCalcDataform.doc .. >

 

Year End Adequacy Report

The year end report for funds which have a defined pension. Report will cover both adequacy and tax exempt aspects.

 

If you would like a report please download the dataform here .. >