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Allows you to generate SMSF documents to commence an Account Based Pension (ABP), Transition to Retirement Income Stream (TRIS) or Death Benefit Pension (where not reversionary).
As you complete the form to generate your pension documents, you will be guided by questions to determine the correct pension that can be commenced based upon the member’s age and the relevant condition of release and cashing condition that has been met.
The following documents will be generated as part of the completed order:
- Member request to commence pension
- Trustee resolution to commence pension
- Trustee notification of pension commencement
- Product Disclosure Statement (PDS)
Sample documents are available to view within the knowledge base. You can save this order to resume at any time and can review prior to submission.
Why you should use Smarter’s pension documents?
The Smarter SMSF Deed has been built by SMSF specialists, Ian Glenister (Legal Officer, Smarter SMSF), Aaron Dunn (CEO, Smarter SMSF) and Chris Hill (Director, Hill Legal) for use by practitioners who need the confidence that comes with using best practice SMSF documents drafted by industry leading experts.
The Smarter Deed not only stays up-to-date with the latest superannuation laws, but also strategically considers topics impacting membership, contributions, income streams, estate planning and more.
Create your pensions leveraging your Class data saving you time…
As a Class user, you can connect your software to the Smarter platform to seamlessly create your pension documents a smarter way. Using the integration you can access fund, member and pension information in creating the pension documents.
Generate your pensions using Simple Fund 360 – saving you time!
Where you connect to our Smarter SMSF platform to your Simple Fund 360 software, you can create your SMSF documents seamlessly pulling using existing fund, member and pension information.
To start ordering, simply follow these steps:
- Sign up to the Smarter SMSF platform (it’s free).
- You will receive an email with your login details.
- Once logged into our platform, select ‘Documents > Create New’.
- Follow the prompts, review & submit your order.
- You’ll have the order instantly delivered to you in less than 5 mins.
How to videos
Starting a pension
This video explains about starting a pension from within the Smarter SMSF platform.
Death Benefit Pension
This video explains how to create a death benefit pension (non-reversionary) with a deceased member’s super interest on the Smarter platform.
If you require help with ordering your SMSF documents, get in contact with us via live chat, by telephone on 1300 95 94 76, email firstname.lastname@example.org.
Become a Member & save
We recognise that practices come in all different shapes and sizes, and that’s why our Create document packages have been developed as a bundle to suit the size of your SMSF business. Our document packages start at $150 p/m for ANY 25 docs p/a and provide a substantial saving monthly.
What documents are included in the pension commencement documentation?
Upon completion of your order, the pension commencement documentswill generate the following documents:
- Product Disclosure Statement (PDS);
- Member request commencing income stream;
- Trustee Resolution commencing pension;
- Trustee Notification of pension commencing
- * COMING SOON* Pre-populated Transfer Balance Account report (TBAR)