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!