While the DBA Lawyers SMSF deed and TRIS documents empower an existing TRIS to convert automatically to an ABP upon the member attaining a relevant condition of release, not all rules governing TRIS’ have this feature.
Overview
- contains guidance and template documentation to convert a member’s existing TRIS directly to an ABP
- an ABP PDS is specifically tailored for an ABP
- allows a nomination of an auto-reversionary beneficiary
What’s Included
- guidance on how to complete the documents and a completion checklist
- an ABP PDS and a member application
- trustee resolutions and relevant notifications
- an ABP summary for the member, including guidance on how to calculate the minimum payments
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