Reversionary Changes for Existing Pensions
$165
Members of an SMSF may wish to add or remove a reversionary pensioner to specific pension accounts and Heffron prepares the documentation to record this decision. This service is only available to SMSFs who operate under the Heffron 3.0+ governing rules.
For funds not on Heffron 3.0+ governing rules, you will need to complete a Trust Deed amendment (additional fees apply) for Heffron to complete this request.
Contribution – Deferring allocation
$330
Heffron prepares the documentation to record the deferment of contributions received by the Fund in one financial year & allocate them to the member into the next financial year within a self managed superannuation fund, including the partially completed requests to send to the ATO.
Discounts available for Heffron administration clients.
Reversionary Pensioner - Document Template
$330
Adding or removing a reversionary pensioner without stopping or restarting a pension could be desirable in cases where the pension is grandfathered for income test purposes (i.e. age pension or Commonwealth Seniors Health Card) or in order to prevent the tax free/taxable components of the pension mixing with accumulation money held by the member in that fund.
Documentation is key here and Heffron has developed a document template that provides the member instructions and the resolutions and minutes required.
Transition to retirement income streams moving to retirement phase - Document Template
$330
Heffron has a template pack that provides the resolutions/minutes needed to record the move into retirement phase for an existing transition to retirement pension. This template pack can be used for all financial years from 2017/18 onwards.
There is no limit on the number of funds or members for whom these templates may be used – the pack is a tool for accountants or advisers to use in their practice as many times as they wish or for trustees to use for one or all members.
Super Toolkit – Professional Tier
$220/month
The professional tier of the Super Toolkit allows you to self-generate an unlimited number of:
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Compliant investment strategies;
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Pension establishment documentation; and
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Prospective benefit payment instruction documentation.
Our updated Transfer Balance Cap calculator is also available through this tier.