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SMSF Death Benefit Pension - from $220

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PRODUCT INFORMATION

FULLY TAILORED DOCUMENTS - NOT A PENSION KIT

Please note our SMSF death benefit pension documentation is drafted to commence a new pension as a result of a superannuation death benefit payment, and does not record the continuation of an existing reversionary pension to be paid to the reversionary on the death of the member.

If the member receiving the death benefit payment is a child, please refer to our Child Account Based Pension documentation.

It is more important than ever to ensure that your SMSF pensions are documented correctly. The Topdocs SMSF death benefit pension package is a fully-tailored, comprehensive set of documents, not simply a pension kit. You receive everything required to comply with the superannuation legislation, ATO and ASIC requirements.

Your SMSF death benefit pension order takes less than five minutes to complete and your documents are emailed to you instantly. You can even populate your order with the Fund details from BGL 360, Class or SuperMate

Unlike many others, our pension documents can be used with any SMSF trust deed, provided the deed permits the payment of an account based pension as a superannuation death benefit payment.
download Review the SMSF Death Benefit Pension order checklist download See the list of documents you will receive

YOUR PACKAGE INCLUDES:

  • Death benefit payment notification to the member
  • Account based pension application form
  • Account based pension agreement
  • Comprehensive product disclosure statement (PDS) that complies with the Australian Securities and Investment Commission disclosure requirements
  • Trustee minutes
  • Relevant Australian Taxation Office (ATO) documentation for pensioners under 60 (when ordered as Full Service)
  • Full calculations

WHY ORDER A TOPDOCS SMSF DEATH BENEFIT PENSION PACKAGE?

  • Our SMSF death benefit documentation can be used with any SMSF trust deed that provides for the payment of an account based pension as a superannuation death benefit payment
  • You receive a fully tailored, comprehensive package that meets the ASIC, ATO and legislative requirements
  • All required ATO documentation is also completed as part of the package

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!

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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

$220


$275


FULL SERVICE DELIVERY


  • your document is professionally printed and bound, reviewed by our team where required, then delivered to you by Toll Courier
  • delivery is generally the next day

$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:

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.