This fixed price service includes legal review and tailoring.
For 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.
Please note that this online order form allows you to order pension documents for one member only. If you would like to order a pension for a second member, please submit completed instructions again.
The complete set of documentation required to start a pension includes:
- draft pension product disclosure statement
- trustee resolutions
- member application
- pension agreement
For further information, please call our office on 02 8296 6266