It is a requirement of the SIS Act to ensure your SMSF pensions are documented correctly. Our tailored and comprehensive set of documents provides the perfect means of complying with the regulations. You will receive everything required to comply with the superannuation legislation, the funds auditor, ATO and ASIC requirements.

Available to order online, your account based pension order takes less than five minutes to complete and your documents are emailed to you instantly.

Unlike many others, our pension documents can be used with any SMSF trust deed that can pay the relevant pension. And the detailed pension application and agreement caters for a wide variety of scenarios including unknown pension balances, confirmation of prior pension applications and the correct disclosure of the terms of previously established pensions that weren’t documented.