Commence Account Based Pension

Commence Account Based Pension - Cost $275

By using our system you can create documents to commence:

  • Account Based Pensions
  • Transition to Retirement - Account Based Pensions

To purchase anything from our website you have to register with us - registration is free Click here to register


Before building pension documents you must ensure

Order Now
  • 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


Our Package Includes

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


Some of the benefits of using our pension documents are:

Order Now
  • 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


Why Use Us

Order Now
  • 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


Documents Printing

Order Now

We charge $75 (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

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.


Our Videos

JOIN US

Learn how to grow your wealth and pay less tax.

Our Wealth Creator writers reveal the secrets of how to easily reduce tax and create more wealth. Once you learn these simple but ingenious strategies, it will be like giving yourself a 20% pay rise, tax free!

CLIENT TESTIMONIALS

We chose to update all our clients SMSF with trustdeed.com.au and they came to our office and got the job done quickly and efficiently. This saved us valuable staff resources which meant we could continue business as normal. We will continue to use trustdeed.com.au as our preferred supplier.

Philip Ting
B.Comm; FCA, FTIA, ASCPA
Philip Ting & Co.

Having compared to other legal document providers trustdeed.com.au provided our firm with a true one stop solution combining electronic document delivery, professional legal’s, technical support, online document storage/retrieval and competitive pricing.

Jack Liubinskas
Senior Partner, CPA
LBH Accountants

Read all testimonials
 

More Information

How to use our service?

Phone : 02 9684 4199
Email : sales@trustdeed.com.au

Our trust deeds

We will arrange for you to speak with Batallion Legal, free of charge

Specific legal advice

Batallion Legal will charge for this service. Please visit http://www.batallion.com.au

Register/Login Now

New User

To purchase anything from our website you need to register once, - registration is free.

Register Now

Existing User

Log in now to order a new document

Login