This fixed price service includes legal review and tailoring as required.
We provide experienced assistance in all types of pensions, including Account Based or Transition to Retirement Pensions as well as refreshing pre-existing pensions and consolidating multiple trustee pensions.
You may also like to discuss how a tailored pension can be used as part of your clients estate planning.
Please note: the digital order form allows an order for pension documents for one member only. If you would like to order a pension for a second member, please submit completed instructions again.
- draft pension product disclosure statement
- trustee resolutions
- member application
- pension agreement
For further information, please call our office on 02 8296 6266