Types of Pension documents available:
- New Transition to Retirement Pension
- Account Based Pension
- Pension Refresh
- Pension Consolidation
The complete set of documentation required to start a Pension for any SMSF, includes:
- Draft Pension Product Disclosure Statement
- Trustee Resolutions
- Member Application
- Pension Agreement
This e-Form allows you to order pension documents for one member only. If you would like to order a pension for a second member, please submit completed instructions again.
Documents will be available on your My Account page within 3 business days unless otherwise advised.
If you would like discuss how to use a tailored pension as part of your clients estate planning, please contact Townsends Lawyers on (02) 8296 6222.