NAV

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)


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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

Corporate Trustee Establishment

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Expect MORE


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250+ ACCOUNTING and FINANCIAL
PLANNING FIRMS ACTIVELY ENGAGED

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6,000+ SMSF's ADMINISTERED and AUDITED

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14+ YEARS OPERATING

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130+ HIGHLY SKILLED TEAM MEMBERS

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50+ SMSF's CREATED EACH MONTH

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