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Transition to Retirement Income Stream (TRIS) Reset - from $165

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PRODUCT INFORMATION

RESETTING YOUR TRANSITION TO RETIREMENT INCOME STREAM

Resetting a pension is the process of commuting an existing pension, adding additional funds from the member’s accumulation account, then re-establishing the pension with the new, larger balance.

Pension resets enable your clients to ‘top up’ their pension account without the need to commence multiple pensions. This not only enables your clients to transfer more of their benefit into pension mode, but reduces the burden for SMSF administrators in managing multiple pension accounts.

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

YOUR PACKAGE INCLUDES:

  • Pension commutation minutes
  • New account based pension/transition to retirement income stream application form
  • New account based pension/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 TOPDOCS TRANSITION TO RETIREMENT INCOME STREAM RESET PACKAGE?

  • Our SMSF pension reset 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 pension documents are always up to date and include changes to the minimum pension amounts of prior years
  • All required ATO documentation is completed as part of the package

MORE INFORMATION

You can learn more about the Topdocs Transition to Retirement Income Stream (TRIS) Reset 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!

 

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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.

Should I reset my pension? ...[more]

It’s important to note 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. Please contact the team at Topdocs to discuss your particular requirements if you’re unsure.

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.

There are rules including ensuring that the minimum pension payment has been made on the existing pension before commuting and resetting. Also does your deed allow for resetting the pension?

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