BENEFIT SERVICES
MORE Superannuation can prepare documentation to reflect the commencement or commutation of the following types of pensions:
- Non-reversionary account-based pension
- Reversionary account-based pension
- Non-reversionary transition to retirement account-based pension
- Reversionary transition to retirement account-based pension
- Non-reversionary term allocated pension
- Reversionary term allocated pension
Pension Establishment and Commutation
- Member notifications
- Trustee notifications
- Minutes of meetings
- Pension min and max (as applicable) calculations
- Tax-free and taxable proportion calculations
- ATO registrations and documentation (as applicable)
Lump Sum Documentation
- Member notifications
- Trustee notifications
- Minutes of meetings
- Pension min and max (as applicable) calculations
- Tax-free and taxable proportion calculations
- ATO registrations and documentation (as applicable)
End-to-end solution
A complete wholesale solution for your SMSF clients.
Offering efficiency, simplicity, choice and flexibility whilst bolstering your margins.
Pension Establishment and Commutation
SMSF Education
Borrowing Trust
Establishment
Accounting and Tax
SMSF Establishment
Audit and Compliance
Compliance Advice
Corporate Secretarial
SMSF Restructure
