Starting an Account Based Pension
The service provided by PARTNERS covers provision of:
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:
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.
|© Partners 2010||HOME | ABOUT US | SITE MAP | LEGAL & DISCLAIMERS | PRIVACY | CONTACT US|
Authorised Representative Charter Financial Planning Limited - Australian Financial Services Licensee Licence No. 234665