- We offer the following pension kits to assist SMSF trustees and advisers, click here for a full summary.
- We also offer numerous strategy and compliance kits to assist SMSF trustees and advisers.
| Pricing* | Kit Only | Kit + Custom Tailoring |
|---|---|---|
| Account-Based Pension (ABP) Kit | $440 | $880 |
| Transition to Retirement Income Stream (‘TRIS’) Kit | $440 | $880 |
| Conversion Kit: Convert an allocated pension (AP) to an ABP Convert a Transition to Retirement Allocated Pension (TRAP) to a TRIS Covert an ABP to a TRIS | $440 | $880 |
| Pension Commutation/Roll-Back Kit | $330 | $660 |
Documents are also available for market linked pensions (aka term allocated pensions ‘TAP’) and defined benefit pensions (‘DBP’, eg, lifetime, fixed term and flexi-pensions) and pricing for these are available on request. Courier costs are not included.
Multi-use licences
Kits are single use licence. Advisers or clients that need to document a number of pensions, conversions, roll-backs or lump sums should consider obtaining a multi-use licence; details of which are available on request.
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