Changes to eApp® Express for 15% rebate for payments by partial rollover

We have added a new option to quotes and applications via eApp Express®, which allows you to opt out of the 15% rebate for payments by partial rollover.

This option has been introduced to allow you to select payment by partial rollover, but not apply the 15% rebate where it is known that the funds taken from your clients nominated superannuation fund are ‘untaxed’ or are otherwise not entitled to the 15% rebate.  Please note, as a result of this change, you may be taken back to the quote page when resuming applications after 3 June 2017.