Guide to Term Allocated Pensions

Strategies

This guide is intended to assist advisers in relation to clients with existing Term Allocated Pensions (TAPs) or clients who are considering commencing a TAP upon the commutation and transfer of an existing complying income stream.

It includes background information regarding what TAPs are, their social security treatment, accessibility and calculating the pension level and term. The guide also touches on estate planning and reversionary nominations, as they relate to TAPs.

Please note: this guide is only available to registered advisers

Download the guide

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