Page 29 - Lewin, Diana - Review Report - July 2020

Y15688039
Y15688039
Review report - Mrs Diana Lewin
Review report - Mrs Diana Lewin MyNorth Pension
MyNorth Pension
Diana Lewin
Diana Lewin
1 June 2019 to 31 May 2020
1 June 2019 to 31 May 2020
Benefit details
MyNorth Pension Y15688039
Benefit details MyNorth Pension Y15688039
Payment summary details as at 31 May 2020
Payment summary details as at 31 May 2020
$199,495.67
Taxable $199,495.67
Taxable
$174,652.25
Tax free $174,652.25
Tax free
26 March 1986
Eligible service date
Eligible service date 26 March 1986
Preservation details
Preservation details
$0.00
Preserved
Preserved $0.00
$0.00
Restricted non-preserved $0.00
Restricted non-preserved
$374,147.92
Unrestricted non-preserved
Unrestricted non-preserved $374,147.92
$374,147.92
Closing account value as at 31 May 2020 $374,147.92
Closing account value as at 31 May 2020
MyNorth Pension Y15688039
Pension details MyNorth Pension Y15688039
Pension details
Your pension details as at 24 June 2020
Your pension details as at 24 June 2020
Allocated Pension
Pension type Allocated Pension
Pension type
Payment option Minimum
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
$13,256.51
Annual minimum total payment $13,256.51
$0.00
Projected prorata total payments
Projected prorata total payments $0.00
Total payments to date $25,613.36
$25,613.36
Total payments to date
Withdrawal benefit
MyNorth Pension Y15688039
Withdrawal benefit MyNorth Pension Y15688039
$380,292.17
As at 24 June 2020 your
As at 24 June 2020 your withdrawal benefitwithdrawal benefitwithdrawal benefitwithdrawal benefit was:withdrawal benefitwithdrawal benefitwithdrawal benefitwithdrawal benefit was: $380,292.17
Beneficiary details
Beneficiary details MyNorth Pension Y15688039
MyNorth Pension Y15688039
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
Binding nomination
Type
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 Non lapsing
Expiry date
Beneficiary name Andrew Scott Lewin
Beneficiary name
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 Y15688039
Transaction details - term deposit MyNorth Pension Y15688039
Transaction details - term deposit
Quantity
Trade Date Settlement Description Quantity Unit Price Amount
Unit Price
Amount
Trade Date Settlement TypeType
Description
Date
Date
Page 6 of 7
Date prepared: 24/06/2020 Page 6 of 7
Date prepared: 24/06/2020