Why you should take a reversionary pension

Key Points Despite recent changes, reversionary pensions still offer benefits We explain what a reversionary pension is and when you can have one If you go down this path, we highlight the potential drawbacks Reversionary pensions became a hot topic a few years ago, when the ATO indicated that the tax-exempt status of pensions ended with the member’s death. Taking a reversionary pension avoided potential capital gains tax issues for the super fund. The recent government decision – discussed in Binding death benefit nominations (BDBNs) can help avoid these problems and they provide a high degree of certainty as...

Reversionary pensions became a hot topic a few years ago, when the ATO indicated that the tax-exempt status of pensions ended with the member’s death. Taking a reversionary pension avoided potential capital gains tax issues for the super fund.

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