Pension Documents - Account Based Pension

NEWS FLASH

We are delighted to announce that our solicitors, Batallion Legal, have released "Account Based Pension" documents, they can now be purchased for a fee of $440 Incl. GST.

What you get (total number of pages: 40 pages):-

1)     Application by member to trustee for commencing an ABP

2)     Trustee letter to member, accepting application

3)     Account Based Pension - Product Disclosure Statement

4)     Letter from member confirming pension payments

5)     Schedule of Account Based Pension

6)     Minutes of Meeting of trustees - commencement of pension

7)     Pension Agreement - main document

8)     Instruction sheet - What to do next

9)     Invoice

We are currently developing our online pension module, once this module is ready, pension documents will be "Instantly Emailed" to you, like our trust deeds.

You can order our pension documents on an application form, for a copy of the form please send request to sales@trustdeed.com.au

Due to technical nature of information requested on the application form, advisors can only purchase pension documents from us.

Our "Live Help" is available to advisors who need help with our application form.

FIRST TRUST DEED  FREE