At the request of your Financial Planner, or our preferred Financial Planner, Elston, we can provide the required documentation for the following to meet your compliance requirements:
- Commencement of a Transition to Retirement Income Stream (TRIS) on behalf of the super fund, including preparation of all documents and minutes – starting from $450 + GST (quote required per individual circumstances)
- Commencement of an Account Based Pension on behalf of the super fund, including preparation of all documents and minutes – starting from $450 + GST (quote required per individual circumstances).
- Attending to the preparation of an Investment Strategy for the Fund $250 + GST. This fee is charged by our preferred Financial Planner, Elston to perform this service.
Including:
- Trustee Resolution regarding the pension entitlement
- Pension request letter
- Product Disclosure Statement
- Retirement Statutory Declaration