The LightYear Docs Account Based Pension (“ABP”) provides a regular income stream from a member’s accumulation account. It includes reversionary pension options and strategies, whilst ensuring the optimisation of benefits under the Pension Transfer Balance rules.
This document encompasses standard ABP legal requirements as per the SIS Act 93 and the Fund’s trust deed. It also enables the pension member to incorporate sophisticated estate planning, with terms and conditions for any reversionary pension members to take in the event of the death of the member.
► $129.00 (inc GST) – OR provided under your unlimited membership (exc ASIC fee)
► The master document has been signed off by Abbott & Mourly and is congruent with Australian law.