How it works

Commence Account Based Pension

Commence Account Based Pension - Cost $220

By using our system you can create documents to commence:

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

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Before building pension documents you must ensure

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  • 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:

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  • 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

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  • 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

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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

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.

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CLIENT TESTIMONIALS

As a accountant, we rely on the strength of a professional firm to keep us up to date with the latest changes and all other relevant matters. You & your team at trustdeed.com provide us with prompt, efficient services.

Dickson Hong
CPA
Registered Tax Agent
Registered ASIC Agent
TAXATION BUSINESS SERVICES

I was able to accomplish this at home, on the internet and at my own convenience. The content of trustdeed website for my SMSF and Family Trust are very valuable and the support team were great in providing feedback and guidelines for the document setup. The team at Trustdeed.com were very helpful and pleasant to deal with.

Rob

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More Information

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

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