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Allocated Pension Conversion - from $374

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PRODUCT INFORMATION

CONVERT YOUR ALLOCATED PENSION TO AN ACCOUNT BASED PENSION

The Topdocs Allocated Pension (or Transition to Retirement Pension (TRAP)) conversion package enables you to easily convert your pension from an allocated pension to an account based pension.

Unlike many others, our allocated pension conversion package can be used in conjunction with any SMSF deed that provides for the conversion. Our detailed and fully tailored conversion package is far more than a trustee resolution; you receive a comprehensive product disclosure statement (PDS), pension agreement and application form, ensuring all of your legislative, ATO and ASIC compliance requirements are met.

download Review the Allocated Pension Conversion order checklist download See the list of documents you will receive

YOUR PACKAGE INCLUDES:

  • Application to convert the allocated pension
  • New account based pension agreement
  • Comprehensive product disclosure statement (PDS) that complies with the Australian Securities and Investment Commission disclosure requirements
  • Full calculations

WHY ORDER A TOPDOCS ALLOCATED PENSION CONVERSION PACKAGE?

  • Our allocated pension conversion documentation can be used with any SMSF trust deed that provides for the conversion
  • You receive a fully tailored, comprehensive package that meets the ASIC, ATO and legislative requirements
  • Our pension documents are always up to date and include changes tothe minimum pension amounts of prior years

MORE INFORMATION

You can learn more about the Topdocs Allocated Pension Conversion documentation in the RELATED INFORMATION tab.

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.

ORDERING OPTIONS

ORDER BY FORM

Order your document by completing the form below and returning it to us by email or fax.

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.

PRICING

ADVISER^
(inc GST)

RETAIL
(inc GST)

INSTANT EMAIL DELIVERY

  • due to the complex nature of this document, it is only available via full service delivery

Not Available

Not Available

FULL SERVICE DELIVERY

  • your document is professionally printed and bound, reviewed by our legal team where required, then delivered to you by Toll Courier
  • delivery is generally within 72 hours

$374

$440

adviser pricing ^ Adviser pricing is available to accountants, financial planners, SMSF specialists and legal practitioners. This pricing is automatically applied when you join Topdocs and sign into the Document Portal to order your documents.

YOUR DELIVERY OPTIONS

When you order a document you can select how you would like it delivered to you. Your options are:

FULL SERVICE DELIVERY

  • your document is professionally printed and bound, reviewed by our legal team where required, then delivered to you by Toll Courier

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.

RELATED INFORMATION

MORE INFORMATION

No Additional Information is available for this document.

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.