By using our system you can create documents to commence:
Account Based Pensions
Transition to Retirement -
Account Based Pensions
in your self managed superannuation fund.
To purchase anything from our website you have to register with us – registration is free Click here to register
Your self managed super fund “trust deed” allows trustees to pay the new
account based pensions or your trust deed may have to be updated;
The member applying for pension is eligible to draw a pension from self managed super fund;
You are aware of pros and cons of drawing a pension from your self
managed super fund;
You have obtained your legal, accounting and financial advice on account
based pension.
If your trust deed does not allow trustees to pay account
based pensions, then you can update your trust deed
with our trust deed. Please click here
for more information on how to update your self managed super fund trust
deed.
To purchase anything from our website you have to register with us – registration is free Click here to register
By using our system you can create pension documents for
a member in your SMSF, which we will email to you, instantly, our documents
include:-
Application for Account Based Pension from retiring member to trustees
Letter from trustee to retiring member accepting application
Product Disclosure Statement from trustees to retiring member
Letter from retiring member to trustees confirming pension payments
Schedule of Account Based Pension payments
Minutes of meeting of trustees approving commencement of pension
Pension payment agreement between the retiring member and trustees
outlining all pension conditions
Instruction sheet on what to do next.
To purchase anything from our website you have to register with us – registration is free Click here to register
Our unique electronic registration technology means we can offer the fastest
service possible at a very reasonable price
Our pension documents are complete. All you have to do is follow the steps
outlined in the instruction sheet which come along with the pension documents.
Our documents are flexible, you can choose
Account Based Pension paid as transition to retirement pension;
Date when you can commence a pension and how often the pension can be paid;
Convert part or full balance of the accumulation account into pension
account;
Nominate a dependant reversionary beneficiary to receive the pension after
your death;
To purchase anything from our website you have to register with us – registration is free Click here to register
Our pension documents are written in plain English and are easy and simple
to read.
The process to create Pension Documents, takes less
than 20 minutes, once created your documents are stored on our web
site for future downloads from anywhere 24/7. All pension documents, are
personalized with answers from you to our online cleverly designed easy
questions. All questions come with clues to answers and explanations.
Our Pension documents are written by Batallion Legal - providers of the most
technically robust Self Managed Super Fund Trust deeds - a niche, multicultural,
corporate and commercial law firm, with specialist expertise in tax and
superannuation.
All pension conversion document’s, are personalized with answers from you to our online cleverly designed easy questions. All questions come with clues to answers and explanations.
Explanations to questions and clues to answers to our structured questions
are written by qualified CPA, registered tax agent & SMSF Specialist Advisor®
SSA with over two decades of setting up tax structures for clients.
At completion, we instantly email you all your tailored pension documents at
any time of day, any day 24/7.
To purchase anything from our website you have to register with us – registration is free Click here to register
We charge $55 (Incl. GST) to professionally print and
express courier (anywhere in Australia) pension document to your nominated
address.
The package includes
Deluxe Pension Register
Two bound copies of Pension Documents
Related minutes & documents filed in register
Instruction sheet
on exactly to what to do next
All documents will be ready to sign.
All trust deeds and related documents will also be emailed to you and stored
on our website as usual.
Before we print documents for you, we get you to confirm that all details
are correct to minimise errors.
This site supports Secured Socket Layer (SSL) Based
Transactions from a browser to the level of 128 bits or
greater.
DEED DOT COM DOT AU PTY LTD
ABN : 32 123 929 984
Unit 4, 287 Victoria Road,
Quantam Corporate Park,
Rydalmere - 2116
Phone (02) 9684 4199 Fax: (02) 9638 3060 Email: sales@trustdeed.com.au
Our wealth creator writers reveal the secrets of easily reducing
tax and creating more wealth. Once you learn these simple but ingenious
strategies for getting more of your income and paying less tax, It’s like
having given yourself a 20% (or more) pay riseTax Free!
Simply fill in your address and receive our valuable e-newsletter weekly
to your e-mail box automatically for FREE.
We used the SISA 67 (4A) borrowing structure from www.trustdeed.com.au for our client's SMSF to purchase a commercial property. We found their technical and professional assistance and promptness in complex matters the main driving force to convince us to use their other offerings in future.
-David Goldston B Comm (Qld) PNA Director Liverpool Financial Services Centre Pty Ltd
If you require service, technical assistance & a confident fully informed step by step approach to implementing the SISA 67 (4A) borrowing structure then use www.trustdeed.com.au. Finally, there is an organisation that can translate a complex borrowing structure into plain, easy to understand English.
-George Saab B Bus, FCA, AFPA Cartwright Brown & Company Chartered Accountants
We used the SISA 67 (4A) borrowing structure from www.trustdeed.com.au for our client's SMSF to purchase a commercial property. We found their technical and professional assistance and promptness in complex matters the main driving force to convince us to use their other offerings in future.