Pension Application Preparation

Question 1

Do we set up a new fund?

Answer 1

Recommended strategy

Question 2

Do we retain the existing fund?

Answer 2

Recommended strategy

Question 3

is client under 60?

Answer 3

ATO TFN Declaration

Question 4

is there a super rollover? partial or full?

Answer 4

Recommended strategy

Question 5

Is there a beneficiary? non-binding or binding?

Answer 5

Recommended strategy

Question 6

How much are the pension payments? Frequency?

Answer 6

Recommended strategy

Question 7

What are the investment options?

Answer 7

Recommended products

Question 8

How much is the agreed advice fees (both initial and ongoing)?

Answer 8

Appendix: costs of our advice

Question 9

Forms for new fund

Answer 9

complete or online paper application

Question 10

Forms for super rollover

Answer 10

full rollover of super to pension -use ATO transfer to benefits form

partial rollover from super to pension -transferring funds partial rollover

Question 11

Forms for beneficiary nomination

Answer 11

option 1: part of new business application

option 2: separate form esp binding

Question 12

Forms for pension payments

Answer 12

part of new business application

Question 13

Forms for investment option

Answer 13

part of new business application

Question 14

Forms for advice fees

Answer 14

part of new business application

Question 15

Forms for clients under 60

Answer 15

tax declaration form

Question 16

Forms for beneficiary nomination (existing)

Answer 16

beneficiary form

Question 17

Forms for pension payments (existing)

Answer 17

change of pension payments form

Question 18

Forms for investment options (existing)

Answer 18

investment switch form

Question 19

Forms for advice fees

Answer 19

Change of advice fee form

Question 20

Forms for new adviser

Answer 20

change of advise letter