Tel: 03 8508 7800 Fax: 03 9500 1386

Starting an Account Based Pension

The service provided by PARTNERS covers provision of:

Application by Member
Trustee Minutes
Pension Agreement
Pensioner TFN Declaration (if member is under 60 years of age)
Calculation of the initial minimum pension draw down requirement

If the trustees of the fund are using the Partners Fund Administration service and pensioner/s are under 60 years of age, Partners Superannuation Services will also make application for PAYG registration.

What you need to do?

Please complete the application form by clicking the link at the bottom of the page called 'Commence Account Based Pension data form' and e-mail to us.

We would also suggest the fund's Trust Deed be reviewed at this time to ensure:

The deed meets SIS requirements, and
The fund can pay an allocated pension

Please complete the application form by clicking the link at the bottom of the page called 'Amending Trust Deed Information Form' and e-mail to us.

• Commence Account Based Pension data form.doc

• Amending Trust Deed Information Form.doc

Charter Financial Planning Limited, ABN 35 002 976 294 Australian Services Licensee License No. 234665 is not associated with this provider and is not responsible for advice provided by this provider.