Pension Documentation


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.