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Pensions (including full/partial commutation)

Click here for online SMSF Core Course training – Paying and structuring benefits
DescriptionSoftcopy *
New pension — commence a new account-based pension (‘ABP’) or transition to retirement income stream (‘TRIS’)$440
Pension commutation (full or partial) (including to fall within the transfer balance cap) — fully or partially commute an ABP or TRIS (includes option of cashing lump sum asset(s) in specie)$440
Payments above ABP minimum — provides practical guidance on making payments above the ABP minimum$440
Pension confirmation documents — we can prepare documents that confirm the terms of an existing pension, commutation, reversion, etc, especially where there are no, poor or inadequate records. We can tailor appropriate documentation to suit and a number of our documents can be used to ensure the pension reflects the latest provisions.POA
* Add $75 for hard copy per product
Pricing includes GST

We also offer numerous SMSF Kits to assist SMSF trustees and advisers.

Documents are also available for a range of older style pensions and related strategies (eg, capped defined benefit income streams, market linked pensions (aka term allocated pensions ‘TAP’) and certain defined benefit pensions (‘DBP’, eg, lifetime and life expectancy pensions; aka fixed term pensions)). We can provide details and pricing for these on request.

If you are completing a downloadable order form, please email to [email protected] when complete.

The above documents are supplied on the basis of a single use licence, eg, to document one pension for a member in one SMSF. However, the pension commutation documents provide flexibility for commuting a number of pensions for the same member in one SMSF.

Volume discounts

Significant discounts can apply where you need to document more than 10 of the above documents. Please contact us to take advantage of this opportunity. T&Cs apply.

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