This is a complete Pension Toolkit covering:
- Account based pensions, and
- Transition to retirement pensions

It contains all necessary minutes, letters and agreements including Product Disclosure Statements for each pension type. The toolkit contains detailed spread sheet calculation templates to work out min/max pension amounts, taxable/non taxable amounts etc for members under and over aged 60. These allow several pensions for one member to be paid at the same time and therefore provide an easy solution for complicated pension structures within SMSFs. The toolkit also provides complete commutation documents and a full set of Investment Strategies for Pension phase funds. An invaluable toolkit for any practitioner implementing pensions for their clients.

Elite Super has developed a minute/template toolkit for SMSF trustees, and practitioners to assist with compliance with SIS Law and ATO requirements. The toolkit contains over 68 template documents including …

• 14 different type of detailed investment strategies which are reg 4.09 compliant (and the minutes that accompany these)
• set up documents such as membership application, consent to act as trustee etc
• valuation of investment minutes, including real property
• declarations of trust documents
• appointment and removal of trustee documents
• all annual compliance minutes and templates
  
• template documents for related unit trusts such as unit certificates, applications for units, conversion of profits to units etc. and
• lots of ad hoc minutes/templates such as lump sum withdrawals of super, letters to engage accountants & auditors, declaration of employment, etc etc

The toolkit is a must for any practice which administrators SMSFs. Over half of the administration work with regard to SMSFs is in relation to getting the documentation right.