Calculate reversionary pension benefits and tax implications.
SISR 6.21, TR 2013/5 Standards
* Calculations based on SISR 6.21 and TR 2013/5. Results are for illustrative purposes.
* Reversionary beneficiaries include spouse, children under 18, and certain financial dependants.
* Fund governing rules must specify automatic continuation for pensions to continue.
A reversionary pension is a pension that automatically passes to a beneficiary (typically a spouse) upon the death of the original pension recipient. This can provide tax benefits and continuity of income.
Important: This calculator is for illustrative purposes only and does not constitute legal or financial advice. For professional advice regarding your specific circumstances, please consult with a qualified SMSF adviser or accountant.