Pension Documentation

$385.00

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

Price:

$385.00

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.

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