Do you have clients that have in excess of $1.6m in pension phase?

If you do, time is running out to take appropriate action to bring them under the Transfer Balance Cap before 30 June 2017.

Partners Online Document Services has developed a new online pension commutation package that enables you to partially or fully commute your clients’ account based pensions and transition to retirement income streams.

Super Reform Pension Commutation package – just $96

Via our online application, you can partially or fully commute up to 4 income streams at once, and ordering is so quick and easy, you’ll have your documentation in your inbox within minutes – all for just $96.00 per package.

Our package options include:

  • Quick and easy ordering online ordering
  • Fully tailored documents – not a pension kit – meaning you don’t have to manually edit documents – greatly reducing your time spent and the likelihood of errors
  • The ability to partially or fully commute up to 4 income streams for a member
  • The ability to either:
    • Commute a set amount from the pension
    • Commute so the final balance is no greater than $1.6million
    • Fully commute the pension
    • Tier the commutation of a number of pensions, so that the final aggregate balance is no greater than $1.6million

Act now – documentation must be signed before 30 June 2017

It is a requirement that any documentation prepared to bring your clients’ under the $1.6 million cap is signed and dated prior to 30 June. Therefore, now is the time to act!

For more information on how to order your Super Reform Pension Commutations, contact John Lethbridge on 1800 333 143 or log in to Partners Online Document Services.

This article contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.