Super Fund Pensions

Are you still manually preparing your Super Fund Pensions? 

Why not ensure that your client's Super Fund Pensions are fully ASIC and SIS compliant, error free and completely accurate?

Read about the features of Topdocs' SMSF Pension documentation

Introducing Topdocs smart'n'fast pension documents

Finally!  Complete, compliant and cost effective pension documentation that you can instantly download, where all the work has been done for you!

Topdocs Smart'n'Fast Pensions are SMART:

• Topdocs Super Fund Pensions are fully tailored - not pension kits;
• they include all relevant calculations, including minimum and maximum payment values;
• they are ASIC and SIS compliant;
• cover all audit requirements;
• include Super Fund Pension Application, Pension Agreement, PDS, minutes, advices and summary; and
• are error free!

Topdocs Smart'n'Fast Pensions are FAST:

• Place your order and receive your fully tailored documents with all your client details in < 5 minutes!
• No more labour costs.

Read more about Topdocs' Smart'n'Fast Super Fund Pensions

Topdocs smart'n'fast pension documentation - $165 for advisers

If you are an Accountant, Financial Planner, Lawyer or SMSF Administrator, you can order Topdocs Smart'n'Fast pension documentation for only $165 inc GST.

To take advantage of ths special rate, simply register free now for an online username and password to access the Topdocs My Document Portal.  Once registered, log in, and start ordering your Super Fund Pensions straight away!  Your special pricing will automatically show when you log in.

Alternatively, contact a Topdocs consultant on 1300 659 242.

or Login to order your pension now.

Read about the features of Topdocs' SMSF Pension documentation

Topdocs Prepares a complete range of SMSF Pension documentation, including:

• Account Based Pensions and Account Based Pension Resets;
• Transition to Retirement Income Streams and Resets
• Allocated Pension and TRIS Allocated Pension Conversions to Account Based Pensions
• Defined Benefit Pension Conversions

Key features of our Super Fund pension service include:

• Topdocs provides fully tailored SMSF pension packages, not pension kits
• Save time - our easy online application only takes a few minutes to complete and you receive your documents instantly.
• Ensure accuracy and compliance - calculations are performed automatically and your comprehensive documentation includes a PDS, pension agreement, pension application and relevant minutes.
• Topdocs pension documents can be used with any SMSF Trust Deed that can pay the relevant pension (not just the industry leading Topdocs deed). 
• The detailed pension application and trustee minutes cater for a wide variety of scenarios including unknown pension balances, confirming prior pension applications and properly documenting the terms of previously established pensions that weren't documented.

Register now to start ordering your Super Fund Pensions online

Topdocs 'Pension Resets'

• Pension Reset Information Sheet

Topdocs provides Pension Resets for your clients’ pensions.  Our Pension Resets allow you to roll back the original pension, add in additional accumulation balances, and then commence a new pension.

Pension Resets can remove the burden of administering a number of pensions for each member of the Fund.

Pension Resets are suitable in some circumstances but not others.  There is a balancing act between the options of resetting a pension or commencing a new pension.

For example:

• If a contribution was made during the year would you reset the pension or commence a new pension at the time of the contribution? With a new pension commencement you may be able to avoid the cost of an actuarial certificate and not need to complete accounts at that date.  But you would end up with lots of pensions.
• If a contribution was made during the year would you reset the pension at the end of the year? Here you would avoid a multitude of new pensions over time but would need to pay for an actuarial certificate and may have some tax to pay on earnings in accumulation mode.

Need Assistance?

Call Topdocs today on 1300 659 242 to learn more about our SMSF Pension packages.