Video - ordering a pension rollback
In this video we explore how to create pension rollback documents on the Smarter SMSF platform. Within this order form, you can create pension rollback documents for Account Based Pensions, Transition to Retirement Income Streams (TRIS), and TRIS in the Retirement Phase.
In addition, the form allows you to prepare pension rollback documents based upon a member's request, or alternatively where they fail the pension standards (e.g. minimum pension not met).