SMSF Pension Resets

Topdocs Pension Services

Topdocs provides a full range of SMSF Pension documentation including:

• Account Based Pension commencements;
• Allocated Pension conversions;
• Transition to Retirement Pensions;
• Pension resets;
• Pension roll-backs;
• Topdocs, through our licensed subsidiary Superannuation Support Pty Ltd, also provides strategic commutation and conversion advice and documentation for Complying and Lifetime Commutable Pensions.

Topdocs provides you with individually tailored pension documentation for each of your clients, NOT a pension kit.

The Topdocs fully tailored SMSF Pensions can be ordered as full service or instant download through our online document system.

Topdocs Pension Resets can be completed individually as full service or online or through our exclusive automated Pension Reset Service as detailed below.

Topdocs Automated Pension Reset service

Topdocs provides you with a convenient and cost effective pension management system via our automated Pension Reset service. Resetting a Pension is the process of commuting an existing pension, adding in additional monies from accumulation to the commuted amount, then re-establishing the pension with the new, larger balance.

Once Topdocs has prepared your initial pension documentation you will be able to take advantage of the automated Topdocs Pension Reset service. You can elect to reset the pension annually to incorporate new contributions to the fund, or reset on an adhoc basis as appropriate.

The Topdocs Pension Reset service records the roll back to accumulation, addition of contributions and recommencement of the pension. This is done via commutation minutes and applications, as well as a full suite of new pension documentation. Your Pension Resets are done simply and efficiently through our automated database and provided to you by email or post. This ensure you only have to provide us with the new pension balances and re-set date, not a entire new set of instructions when you order a pension reset.

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SMSF Pension Resets