Overview
- contains guidance and template documentation to commence a TRIS
- a TRIS PDS is specifically tailored for a TRIS
- allows a nomination of an auto-reversionary beneficiary
- note that this kit includes flexibility to convert the TRIS into an ABP without further action when the member satisfies a condition of release with a nil cashing restriction (eg, attaining 65 or retirement)
What’s Included
- guidance on how to complete the documents and a completion checklist
- a TRIS PDS and a member application
- trustee resolutions and relevant notifications
- a TRIS summary for the member, including guidance on how to calculate the minimum payments
To place an order you can email us at [email protected]