Click here for online SMSF Core Course training – Paying and structuring benefits
|Standard documents - provides documents for one member of one fund, for up to 3 account-based pensions||$330|
|Premium service - provides documents and a review of the SMSF's governing rules and pension source documents to help ensure a legally effective nomination can be made. The review aims to confirm the adequacy of the relevant pension powers and the ability to bind the trustee. The premium service is generally recommended where the SMSF is not using a recent version of DBA Lawyers' governing rules.|
#Additional $110 for each pension
|* Add $75 for hard copy per product|
Pricing includes GST
This service is designed to make existing account-based pensions or transition to retirement income streams reversionary to an eligible dependant (eg, a spouse).
For more information on some of the key the advantages and disadvantages of reverting a pension, click here.
For SMSFs that are currently using DBA Lawyers’ SMSF governing rules and/or pension documents, please note that:
- Our commencement pension documents include relevant provisions in them for making the pension reversionary. For further information on our pensions, click here.
- Our SMSF deed has special power included in it to ensure a reversionary nomination will satisfy the automatically reversionary criteria specified by the ATO in TR 2013/5. The BDBN form that comes with our SMSF deed documentation can be used to make a pension reversionary which will override any existing pension (whether a DBA Lawyers or pension from any other supplier). For further information on our SMSF deed, click here.
Should you require reversionary pension documents for more than one member of an SMSF, please submit a second order form. An additional fee will apply for a second member.
- Covering letter
- Member request
- Trustee resolutions
- Reversionary nomination deed
- Member notification
- Template reversionary nomination notification
If you are completing a downloadable order form, please email to [email protected] when complete.