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Pension Reserving Kit


DescriptionSoftcopy only
Pension Reserving Kit$440

This Kit provides a single licence for multi-use by the same SMSF for a 12 month period (eg, to document a number of reserves for the same SMSF).


Contains guidance and template documentation on how to establish and maintain pension reserves. It also outlines the benefits and risks associated with pension reserving.

Detailed memo outlining the features of pension reserving, the role of a reserving strategy and the ATO’s recent views.

What’s included

  • detailed pension reserving memo, including examples
  • draft resolutions
  • notification to members
  • completion checklist

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