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.

• Accounts prepared to pension commencement date
• Asset Revaluations
• Pension Purchase Price calculation
• Undeducted Purchase Price calculation
• Calculation of minimum and maximum pensions
• Minutes and letters
• New investment strategy
• Preparation of Actuarial certificates if required

If the conversion is at the beginning of the financial year (1-July) there is less work required so the fee is reduced to $297 (inc. GST) for one person or $495 (inc.GST) for two people converting simultaneously.