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Pension Commutation - from $99

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PRODUCT INFORMATION

FULLY TAILORED DOCUMENTS - NOT A PENSION KIT

Do you have client’s approaching a full Condition of Release with Accumulation Phase Transition to Retirement Income Streams which, if moved to Retirement Phase, will exceed the $1.6 million Transfer Balance Cap?

Or client’s that simply want to fully or partially commute their income stream?

Our online pension commutation package enables you to partially or fully commute your clients’ account based pensions and transition to retirement income streams.

FLEXIBLE OPTIONS – INCLUDING THE ABILITY TO COMMUTE MULTIPLE PENSIONS

Via our online application, you can partially or fully commute up to 4 income streams at once, and ordering is so quick and easy, you’ll have your fully tailored documentation in your inbox within minutes.

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

YOUR PACKAGE INCLUDES:

  • Quick and easy online ordering
  • Fully tailored documents – not a pension kit – meaning you don’t have to manually edit documents - greatly reducing your time spent and the likelihood of errors
  • The ability to partially or fully commute up to 4 income streams for a member
  • The ability to either:
    • Commute a set amount from the pension
    • Commute so the final balance of the pension or pensions is no greater than $1.6 million
    • Fully commute one or more pensions
    • Tier the commutation of a number of pensions, so that the final aggregate balance is no greater than $1.6 million

WHY ORDER A TOPDOCS PENSION COMMUTATION?

  • You receive a fully tailored, comprehensive package – no manual data entry or formatting is required once you receive your package
  • Ordering is quick and easy – in minutes you’ll have your package in your inbox ready to sign
  • Flexible commutation options
  • The ability to commute up to 4 pensions in a single application

MORE INFORMATION

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

ORDERING OPTIONS

ORDER ONLINE

Order your document online in three easy steps:

  1. Login or Join the Topdocs Document Portal
  2. Select your document
  3. Follow the prompts and you're done!

LOGIN

If you haven't used the Topdocs Document Portal before, you can join by clicking on the JOIN FREE button and following the prompts.

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

  • your document is emailed to you immediately once your order is complete and payment has been made

$99

$132

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 the next day

$220

$330

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:

INSTANT EMAIL DELIVERY

  • your document is emailed to you immediately once your order is complete and payment has been made
  • instant email delivery orders are also made available to download from the Completed Orders section in the Document Portal

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

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