How do I start a pension online?

We can provide documents completed with the fund details to start a new pension for an Account Based Pension (ABP) or Transition to Retirement Income Stream (TRIS).

Login using your email address and password. Click on SMSFs and then under the heading Tools to Manage a Fund select the pension you want to start (ABP or TRIS). Complete and submit the form and we will prepare the documents, simple!

Watch this step by step video guide to ordering an ABP or TRIS online. For more information on starting an ABP or TRIS (new pension), see this news article from our in-house legal team.