SUPERCentral legal services are provided by TOWNSENDS BUSINESS & CORPORATE LAWYERS

Pension Documentation

$220.00 - $385.00

Are your clients about to transition from accumulation to retirement phase? If so you'll need to have a smoothly executed and 100% compliant process in place.  For experienced assistance in all types of pensions, including Account Based or Transition to Retirement Pensions as well as refreshing pre-existing pensions and consolidating multiple trustee pensions.

 

Pension documents available:

  • New Transition to Retirement Pension
  • Account Based Pension
  • Pension Refresh
  • Pension Consolidation 


Price:

SC Member: $220.00

Non SC Member: $385.00

The online order form allows you to order pension documents for one member only. If you would like to order a pension for a second member, please submit completed instructions again.

The complete set of documentation required to start a pension includes:

  • Draft Pension Product Disclosure Statement
  • Trustee Resolutions
  • Member Application
  • Pension Agreement

 

To order:

  • Fill in online order form or download instruction sheet
  • Choose your payment option
  • Documents will be legally reviewed and available within 72 hours of receipt of final instructions and payment


If you would also like discuss how to use a tailored pension as part of your clients estate planning, please contact TOWNSENDS LAWYERS on (02) 8296 6222.