Ph: 1300 139 001

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

 
To order your SMSF Pension documents click here.
 

 
For more information call our Help Desk on 1300 139 001 or send an e-mail to corporate.services@reckon.com.au.

 


 
To download the full product and price list, click here.
 

 


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