Account Based Pension

It is a requirement of the SIS Act to ensure your SMSF pensions are documented correctly. Our tailored and comprehensive set of documents provides the perfect means of complying with the regulations. You will receive everything required to comply with the superannuation legislation, the funds auditor, ATO and ASIC requirements.

Available to order online, your account based pension order takes less than five minutes to complete and your documents are emailed to you instantly.

Unlike many others, our pension documents can be used with any SMSF trust deed that can pay the relevant pension. And the detailed pension application and agreement caters for a wide variety of scenarios including unknown pension balances, confirmation of prior pension applications and the correct disclosure of the terms of previously established pensions that weren’t documented.

The online Account Based Pension service can be used with any SMSF trust deed eligible to pay the relevant pension. A detailed pension application and agreement caters for a wide variety of scenarios including unknown pension balances, confirmation of prior pension applications and the correct disclosure of the terms of previously established pensions that weren’t documented.

Within minutes the fund will have all required documents in PDF, ready for execution.

  • A letter from you to your client to be signed by you
  • Pension checklist
  • Application for an ABP
  • ABP Agreement
  • Trustee resolutions and relevant notifications
  • Product Disclosure Statement