19 Mar 2021
The new pension tool is now live and includes features that are unique in the industry. The first of these guides users through the establishment of a pension allowing you to ratify the decisions made without the need to back-date documents.
We are introducing some great features as part of the new pension pack that are unique in the industry.
Some of these include:
- No need to back date documents: The establishment documentation is unique to the industry and abides by legislation requirements allowing you to ratify the decisions made during the set up process by producing a 'minute'.
- Compliance: We help, educate and guide you through to the solution. Its not just a form we show you what we check at each stage so that you have the confidence do it yourself.
- It's smart: We narrow down our questions based on your previous answers. We only ask the questions that need answering.
- Sharing functionality: We facilitate the important adviser/accountant relationship and give you the ability to collaborate when building documents then you can share them with your trustee clients.
- Safety: We flag incorrect information and guide the trustee to a compliant solution.
Our experience administrating 4000 funds and assisting other practitioners with their SMSF queries allows us to ensure that you and your clients will get it right every single time.
For a limited time only users can access the new pension establishment documentation as part of their existing monthly subscription of just $20 +GST.