SMSF Pension Documents
Reckon Docs pension documents are for used in the establishment of the new account based pensions available in a SMSF as well as covering the compliance required for the transition of an existing allocated pension to an account based pension.
The SMSF pension documents also accommodate transition to retirement, reversionary beneficiaries, and the segregation or not of the pension assets.
Reckon Docs's Pension Documents include:
- All member notices, and trustee minutes and notices
- Pension terms and conditions
- Pension schedules and checklists