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Transition to Retirement Income Stream - from $165

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PRODUCT INFORMATION

FULLY TAILORED DOCUMENTS - NOT A PENSION KIT

It is more important than ever to ensure your SMSF pensions are documented correctly. The Topdocs transition to retirement income stream (TRIS) 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.

Available to order online, your account based pension order takes less than five minutes to complete and your documents are emailed to you instantly.

Unlike many others, our TRIS documentation can be used with any SMSF trust deed that can pay the relevant pension. And the detailed pension application and agreement caters for a wide variety of scenarios including unknown pension balances, confirmation of prior pension applications and the correct disclosure of the terms of previously established pensions that weren't documented.

download Review the Transition to Retirement Income Stream order checklist download See the list of documents you will receive

YOUR PACKAGE INCLUDES:

  • Transition to retirement income stream application form
  • Transition to retirement income stream agreement
  • Comprehensive product disclosure statement (PDS) that complies with the Australian Securities and Investment Commission (ASIC) disclosure requirements
  • Trustee minutes
  • Relevant Australian Taxation Office (ATO) documentation for pensioners under 60
  • Full calculations

WHY ORDER A TRIS PACKAGE?

  • Our TRIS documentation can be used with any SMSF trust deed that provides for the payment
  • You receive a fully tailored, comprehensive package that meets the ASIC, ATO and legislative requirements
  • Our TRIS documents are always up to date and include changes to the minimum pension amounts for prior years
  • All required ATO documentation is also completed as part of the package

MORE INFORMATION

You can learn more about the Topdocs Transition to Retirement Income Stream 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 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

$165


$275


FULL SERVICE DELIVERY


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

 

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

RELATED INFORMATION

MORE INFORMATION

Outlined below is additional information relating to the document you have chosen.

Topdocs pension resets ...[more]

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 also remove the burden of administering a number of pensions for each member of the Fund. Importantly, 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.
download Download the pension resets in this information sheet

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