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Conversion Kit: TRIS to an ABP

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

To place an order you can email us at [email protected]

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