Pension Documents - Money Back Guarantee

trustdeed.com.au e-Newsletter

Pension Documents - MONEY BACK GURANTEE

Tax-free super lump sum payments terminal medical condition

Click here for our previous newsletters

July 2008

Issue 16 of 2008

Deeds Created in 20 Minutes 24/7

EMAILED INSTANTLY

Click here for our previous newsletters

Live Help

MONEY BACK Guarantee - no questions asked

By using our system you can create documents to commence:

1) Account Based Pension

2) Tansition to Retirement - Account Based Pensions

in your self managed superannuation fund. To purchase our pension documents you must first register with us. There is no joining fee, click here to register. We instantly email you all your tailored pension documents at any time of day, any day 24/7.

If your trust deed does not allow trustees to pay account based pensions, then you can update your trust deed with our trust deed. Please click here for more information on how to update your self managed super fund trust deed.

Before building pension documents you must ensure

Your self managed super fund "trust deed" allows trustees to pay the new account based pensions or your trustees may have to be updated;

The member applying for pension is eligible to draw a pension (and what type) from their self managed super fund;
You are aware of pros and cons of drawing a pension from your self managed super fund;
You have obtained your legal, accounting and financial advice on account based pension.
If your trust deed does not allow trustees to pay account based pensions, then you can update your trust deed with our trust deed. Please click here for more information on how to update your self managed super fund trust deed.

Our Package includes..

By using our system you can create pension documents for a member in your SMSF, which we will email to you, instantly, our documents include:-

Application for Account Based Pension from retiring member to trustees
Letter from trustee to retiring member accepting application
Product Disclosure Statement from trustees to retiring member
Letter from retiring member to trustees confirming pension payments
Schedule of Account Based Pension payments
Minutes of meeting of trustees approving commencement of pension
Pension payment agreement between the retiring member and trustees outlining all pension conditions
Instruction sheet on what to do next.

Some of the benefits of using our pension documents are:

Our unique electronic registration technology means we can offer the fastest service possible at a very reasonable price

Our pension documents are complete. All you have to do is follow the steps outlined in the instruction sheet which come along with the pension documents.

Our documents are flexible, you can choose
Account Based Pension paid as transition to retirement pension;

You can select any date when you commence a pension and how often the pension can be paid;

Convert part or full balance of the accumulation account into pension account;

Nominate a dependant reversionary beneficiary to receive the pension after your death;

Why use us

Our pension documents are written in plain English and are easy and simple to read.

The process to create Pension Documents, takes less then 20 minutes, once created your documents are stored on our web site for future downloads from anywhere 24/7. All pension documents, are personalized with answers from you to our online cleverly designed easy questions. All questions come with clues to answers and explanations.

Our Pension documents are written by Batallion Legal - providers of the most technically robust Self Managed Super Fund Trust deeds - a niche, multicultural, corporate and commercial law firm, with specialist expertise in tax and superannuation.

Explanations to questions and clues to answers to our structured questions are written by qualified CPA, registered tax agent & SMSF Specialist Advisor� SSA with over two decades of setting up tax structures for clients.

At completion, we instantly email you all your tailored pension documents at any time of day, any day 24/7.

Documents Printing

We charge $55 (Incl. GST) to professionally print and express courier (anywhere in Australia) pension document to your nominated address.

The package includes

Pension Register

Two bound copies of Pension Documents

Instruction sheet on exactly to what to do next

All documents will be ready to sign.

All trust deeds and

Click Below for more information

Our Price List

Account Based Pension Documents $275

New SMSF Trust Deed $110

Update SMSF Trust Deeds $110

5 Year SMSF Unlimited Updates for only $165

Discretionary Trust Deeds $110

Unit Trust Deed $110

Deeds created in 20 minutes 24/7

EMAILED INSTANTLY!

Register Now

Tax-free super lump sum payments

This measure received Royal Assent on 24 June 2008.

The Income Tax Assessment Act 1997 and the Income Tax (Transitional Provisions) Act 1997 have now been amended to make lump sum super payments tax-free when paid to an individual with a terminal medical condition.

Condition of release - terminal medical condition

A new condition of release - terminal medical condition - commenced on 16 February 2008.
A terminal medical condition applies to a member if the following circumstances exist:

two registered medical practitioners (with at least one being a specialist practicing in the area related to the illness or injury) have certified that the person suffers an illness or has incurred an injury that is likely to result in their death within a 12 month period
for each of the certificates, the certification period must not have ended (the certification period is 12 months after the date of certification).

For Tax office information click here

Forward to a Friend

Disclaimer This email should not be taken as financial advice - please consult your accountant, fianancial and legal advisor before taking any action..

www.trustdeed.com.au provides online service for creating, storing & managing legal documents for Companies and Trust deeds for SMSF, Family, Unit & Hybrid Trusts, click here for more information.

New / Update SMSF Trust Deeds cost only $110 and can be created in 20 minutes, Trust Deeds are emailed instantly!

FIRST TRUST DEED FREE

if you are an advisor, financial planner, accountant or a solicitor, we can offer you to create one trust deed on our system for free. This offer is valid provided you purchase 10 or more new SMSF deeds or update 10 SMSF trust deeds for your clients. To claim your first free trust deed, first register on our website www.trustdeed.com.au and phone our office on 02 9638 2807 for a promotional code.

If want to communicate with your clients, advising them the need & advantages to update their trust deed, click here to download a pro-forma letter to your clients.

remeber you can create a SMSF trust deed at any time 24 / 7

www.trustdeed.com.au

goes on live help

Click Here for Live Help

If you are an advisor and use our website for your clients SMSF Trust Deed. You now have access to SMSF Specialist Advisor who will answer all your technical questions online for you. Simply click the button above and start chat.

New or update your existing SMSF Trust Deed for $110 You can keep the trust deed up to date for the next five years for only $165.

Our SMSF trust deed has been prepared with input from accountants who have over two decades of experience in setting up structures for their clients and have combined knowledge of auditing and lodging tax returns for more then 2000 SMSF's, their practical experience is an invaluable contribution.

For further questions on our trust deed, ring 02 9638 2807 or email sales@trustdeed.com.au

Our Website has complete Document manager for all future downloads We are the only online SMSF Trust Deed providers where you can purchase a Trust Deed 24/7 for $110 It takes only Less then 20 minutes to register and build a SMSF Deed.
Phone 02 9638 2807 or visit www.trustdeed.com.au