Pension Phase - Establishment Service

$250 (plus GST) for 1 person

$450 (plus GST) for 2 people establishing simultaneously

When you begin to draw an income stream part way through a year from your superannuation savings, there is some additional work to do. Trustees have the option of having the assets of the fund segregated between members or investing through the fund as a whole.:

This service includes:

• Asset Revaluations
• Pension Purchase Price calculation
• Calculation of concessional and non concessional pension components
• Calculation of minimum and maximum pensions
• Minutes and letters