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Did you know that approximately 25,000 SMSF's were established over the past 12 months?
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Forms
Pension Establishment Form
Section 1
Contact Details
Company Name
Contact Name
*
Telephone
*
Fax
Email
*
Address
*
Section 2
Fund Details
Name of fund
*
Names of Trustees/ Directors
*
Pension Details
Pension 1 Details
* If a member enters their name in this section, all details below must be filled out
Full Name
Date of Birth
Residential Address
TFN
Pension Type
Eligible Period Start Date
Pension Start Date
Account Balance Amount
Taxable Component
Taxable Component
Preservation Status
Reversionary
If so, Reversion Name and DOB
Trust Deed Rule Number
Is Tax Free Threshold being Claimed?
Yes
No
Annual Desired Pension Amount
Pension 2 Details
* If a member enters their name in this section, all details below must be filled out
Full Name
Date of Birth
Residential Address
TFN
Pension Type
Eligible Period Start Date
Pension Start Date
Account Balance Amount
Taxable Component
Taxable Component
Preservation Status
Reversionary
If so, Reversion Name and DOB
Trust Deed Rule Number
Is Tax Free Threshold being Claimed?
Yes
No
Annual Desired Pension Amount
Pension 3 Details
* If a member enters their name in this section, all details below must be filled out
Full Name
Date of Birth
Residential Address
TFN
Pension Type
Eligible Period Start Date
Pension Start Date
Account Balance Amount
Taxable Component
Taxable Component
Preservation Status
Reversionary
If so, Reversion Name and DOB
Trust Deed Rule Number to Permit Pension Payments
Is Tax Free Threshhold being Claimed?
Yes
No
Annual Desired Pension Amount
Pension 4 Details
* If a member enters their name in this section, all details below must be filled out
Full Name
Date of Birth
Residential Address
TFN
Pension Type
Eligible Period Start Date
Pension Start Date
Account Balance Amount
Taxable Component
Taxable Component
Preservation Status
Reversionary
If so, Reversion Name and DOB
Trust Deed Rule Number to Permit Pension Payments
Is Tax Free Threshold being Claimed?
Yes
No
Annual Desired Pension Amount
Section 3
Additional Notes
Enter any additional notes or comments that may be relevant
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