SMSF Pensions

Account Based Pension Commencements

Instant Download Available – Login to order your documents online or Register for Free for a username and password 

Super Registry ensures your Fund has the ability to pay the Account Based Pension by examining your Trust Deed before we prepare your documents.  You are then provided with lawyer sign off stating the Fund has this power.

Our Account Based Pension package includes:

• The option of commencing the pension as a Standard Account Based Pension, or a Transition to Retirement Account Based Pension;
• Application form from the member receiving the Pension to the Trustees;
• Pension payment agreement between the member and the Trustees;
• A Comprehensive Account Based Pension Product Disclosure Statement outlining the features of the Pension;
• Trustee Minute commencing the Pension;
• All relevant Tax Office documentation completed (when applicable);
• All relevant Pension calculations including Crystallisation calculations (when required).

Please include a copy of the Funds most recent Trust Deed with your order.

Account Based Pension Resets

Instant Download Available – Login to order your documents online or Register for Free for a username and password 

Super Registry provides the documentation to enable you to reset your existing Account Based Pensions.

Resetting a pension is the process of commuting the existing pension, adding part of, or the whole of, the member's accumulation balance to the commuted amount, then restarting the pension with the larger balance.

You can instantly download Pension Resets for Account Based Pensions established by Super Registry.  If your pension was not established by Super Registry, order your Pension Reset as full service and have Super Registry examine your Trust Deed to ensure it allows for the commutation.

Our Account Based Pension Reset package includes:

• Minutes, letters and forms to commute the existing pension; 
• The option of commencing the new pension as a Standard Account Based Pension, or a Transition to Retirement Account Based Pension;
• Application form from the member receiving the new Pension to the Trustees;
• A new Pension payment agreement between the member and the Trustees;
• A Comprehensive Account Based Pension Product Disclosure Statement outlining the features of the new Pension;
• Trustee Minute commencing the new Pension;
• All relevant Pension calculations including Crystallisation calculations (when required).

Please include a copy of the Funds most recent Trust Deed with your order.

Allocated Pension Conversions

Instant Download Available – Login to order your documents online or Register for Free for a username and password 

Super Registry ensures your Fund has the ability to convert your existing Allocated Pension to an Account Based Pension by examining your Trust Deed before we prepare your documents.  You are then provided with lawyer sign off stating the Trust Deed has this power.

Our Allocated Pension conversion package includes:

• Commutation minutes and letters;
• The option of commencing the Account Based Pension as a Standard Account Based Pension, or a Transition to Retirement Account Based Pension;
• Application form from the Member receiving the Pension to the Trustees;
• Pension payment agreement between the Member and the Trustees;
• A Comprehensive Account Based Pension Product Disclosure Statement outlining the features of the Pension;
• Trustee Minute commencing the Pension;
• All relevant Tax Office documentation completed (when applicable);
• All relevant Pension calculations including Crystallisation calculations (when required).

Please include a copy of the Funds most recent Trust Deed with your order.