Page 22 - Lewin, Diana - Review Report - July 2020

Y15688195
Y15688195
Review report - Mrs Diana Lewin MyNorth Pension
Review report - Mrs Diana Lewin
MyNorth Pension
Diana Lewin Pension Account 02
Diana Lewin Pension Account 02
1 June 2019 to 31 May 2020
1 June 2019 to 31 May 2020
Benefit details
Benefit details MyNorth Pension Y15688195
MyNorth Pension Y15688195
Payment summary details as at 31 May 2020
Payment summary details as at 31 May 2020
$194,881.88
Taxable $194,881.88
Taxable
$235,796.30
Tax free
Tax free $235,796.30
6 August 1973
Eligible service date
Eligible service date 6 August 1973
Preservation details
Preservation details
$0.00
Preserved
Preserved $0.00
$0.00
Restricted non-preserved $0.00
Restricted non-preserved
$430,678.18
Unrestricted non-preserved
Unrestricted non-preserved $430,678.18
$430,678.18
Closing account value as at 31 May 2020 $430,678.18
Closing account value as at 31 May 2020
MyNorth Pension Y15688195
Pension details MyNorth Pension Y15688195
Pension details
Your pension details as at 24 June 2020
Your pension details as at 24 June 2020
Allocated Pension
Pension type
Pension type Allocated Pension
Minimum
Payment option
Payment option Minimum
Nil
Indexation option Nil
Indexation option
Frequency Monthly
Frequency
Monthly
04/07/2020
Next payment date 04/07/2020
Next payment date
$0.00
Specified payment amount
Specified payment amount $0.00
Total pension payments
Total pension payments
Annual minimum total payment
$15,517.34
Annual minimum total payment $15,517.34
$0.00
Projected prorata total payments
Projected prorata total payments $0.00
Total payments to date $25,346.64
$25,346.64
Total payments to date
Withdrawal benefit
MyNorth Pension Y15688195
Withdrawal benefit MyNorth Pension Y15688195
$440,670.32
As at 24 June 2020 your withdrawal benefitwithdrawal benefitwithdrawal benefitwithdrawal benefit was:withdrawal benefitwithdrawal benefitwithdrawal benefitwithdrawal benefit was: $440,670.32
As at 24 June 2020 your
Beneficiary details MyNorth Pension Y15688195
Beneficiary details
MyNorth Pension Y15688195
Your beneficiary details as at 24 June 2020
Your beneficiary details as at 24 June 2020
Beneficiary name
Suzanne Nicole Harris
Beneficiary name Suzanne Nicole Harris
Type Binding nomination
Type
Binding nomination
Date of birth
Date of birth 27/08/1973
27/08/1973
Relationship to client Child
Child
Relationship to client
50.00%
% of benefit
% of benefit 50.00%
Non lapsing
Expiry date
Expiry date Non lapsing
Beneficiary name
Beneficiary name Andrew Scott Lewin
Andrew Scott Lewin
Type
Type Binding nomination
Binding nomination
03/11/1970
Date of birth
Date of birth 03/11/1970
Relationship to client
Relationship to client Child
Child
% of benefit
50.00%
% of benefit 50.00%
Non lapsing
Expiry date
Expiry date Non lapsing
MyNorth Pension Y15688195
Transaction details - term deposit MyNorth Pension Y15688195
Transaction details - term deposit
Quantity
Trade Date Settlement Description Quantity Unit Price Amount
Trade Date Settlement TypeType
Amount
Unit Price
Description
Date
Date
Page 7 of 8
Date prepared: 24/06/2020 Page 7 of 8
Date prepared: 24/06/2020