How to order - pension commencement (including with an unknown balance)

We've taken one of our most popular SMSF documents and made them ever better...

Our new SMSF pension commencement form allows users to create both Account Based Pension and Transition to Retirement Income Streams (TRIS). In preparing pension commencement documents, users have the ability to start a pension where the balance is known (as has been the case in our old form), but now also provides a two-step process allowing you to prepare documents where the balance is unknown, and then subsequently confirmed once the member's account balance has been determined.

The form is fully integrated with Simple Fund 360, Class and SuperMate allowing you to seamlessly produce compliant SMSF pension commencement documents. 

Watch this video as Aaron walks you through:

• Step 1 - where the balance is unknown to start the pension; and
• Step 2 - to confirm the balance details of the income stream