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Transition to Retirement Income Stream (‘TRIS’) Kit

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]

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