{"id":118,"date":"2010-08-11T08:05:38","date_gmt":"2010-08-11T08:05:38","guid":{"rendered":"http:\/\/www.dbalawyers.com.au\/dev\/wordpress\/?page_id=118"},"modified":"2024-03-06T10:52:41","modified_gmt":"2024-03-05T23:52:41","slug":"pensions-including-fullpartial-commutation","status":"publish","type":"page","link":"https:\/\/www.dbalawyers.com.au\/pensions-including-fullpartial-commutation\/","title":{"rendered":"Pensions (including full\/partial commutation)"},"content":{"rendered":"
\"download<\/a> \"order<\/a><\/div>\n\n\n\n\n\t\n\n\t\n\t\n\t\n\t\n\t
Description<\/th>Softcopy *<\/th>\n<\/tr>\n<\/thead>\n
New pension<\/a><\/strong> \u2014 commence a new account-based pension (ABP<\/b>) or transition to retirement income stream (TRIS<\/b>)<\/td>$440<\/td>\n<\/tr>\n
Pension commutation (full or partial)<\/a> (including to fall within the transfer balance cap)<\/strong> \u2014 fully or partially commute an ABP or TRIS (includes option of cashing lump sum asset(s) in specie)<\/td>$440<\/td>\n<\/tr>\n
Payments above ABP minimum<\/a><\/strong> \u2014 provides practical guidance on making payments above the ABP minimum<\/td>$440<\/td>\n<\/tr>\n
Pension confirmation documents<\/strong> \u2014 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.<\/td>POA<\/td>\n<\/tr>\n
* Additional fees for hardcopy documents apply. Click here<\/a>
\nPricing includes GST
\nUnless documents are ordered online at https:\/\/online.dbalawyers.com.au\/login<\/a> an extra fee applies per suite of documents. See here<\/a> <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n

Overview<\/h3>\n

We also offer numerous SMSF Kits<\/a> to\u00a0assist SMSF trustees and advisers.<\/p>\n

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<\/strong>) and certain defined benefit pensions (DBP<\/strong>, eg, lifetime and life expectancy pensions; aka fixed term pensions)). We can provide details and pricing for these on request.<\/p>\n

If you are completing a downloadable order form, please email to dba@dbalawyers.com.au<\/a> when complete.<\/p>\n

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.<\/p>\n

For more information and related articles<\/h3>\n