Normal
No. I use a financial firm which also provides accountancy services.Can I just say, as superannuation is personal, while it's good to read various information, never take it at face value. Always check with the particular superannuation fund or adviser if you have one. For example, some funds may not be able to accept an in specie transfer in total. If a person is the accumulation phase and has, say, $2.2m, the fund may only allow the Balance Cap amount to be transferred to commence an account-based pension. I think it is best to contact the fund, ask the questions to which you need answers and get it in writing.Forums are just a waffle house and do not represent any superannuation fund. So no matter who on a forum posts info, it is basically of no value as it may not be what the fund will allow. Each has its own Trust Deed and policies and that determines what it will or will not do.
No. I use a financial firm which also provides accountancy services.
Can I just say, as superannuation is personal, while it's good to read various information, never take it at face value. Always check with the particular superannuation fund or adviser if you have one. For example, some funds may not be able to accept an in specie transfer in total. If a person is the accumulation phase and has, say, $2.2m, the fund may only allow the Balance Cap amount to be transferred to commence an account-based pension. I think it is best to contact the fund, ask the questions to which you need answers and get it in writing.
Forums are just a waffle house and do not represent any superannuation fund. So no matter who on a forum posts info, it is basically of no value as it may not be what the fund will allow. Each has its own Trust Deed and policies and that determines what it will or will not do.
Hello and welcome to Aussie Stock Forums!
To gain full access you must register. Registration is free and takes only a few seconds to complete.
Already a member? Log in here.
