New Pension Application

ORDER DETAILS:

Adviser Name*

First Last

Adviser Email*

Are you an existing adviser with us?*

Yes
No

Adviser Company Name*

Adviser Phone*

Adviser Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Fund Name*

Is SMSF Alliance the Administrator for this fund?*

Yes
No

How many members are commencing pensions?*

Please contact us at customercare@smsfalliance.com.au or on 1300 809 933 to discuss your request instead of proceeding with your application.

Is this fund a QROPS fund?*

Is this fund registered for QROPS with HMRC?

Yes
No

Please supply NINO numbers and the date they left the United Kingdom for all UK members?*

Member 1 Pension action required

New Pension
Restart after combining with existing accumlation and/or pensions

Member 1 - Type of Pension*

Transition to Retirement
Account Based Pension

Member 1 Purchase Price*

Entire member balance
Partial balance

Partial amount*

Member 1 Name*

First Middle Last

Member 1 Date of birth*

DD

MM

YYYY

Member 1 Gender*

Male
Female

Member 1 New pension start date*

DD

MM

YYYY

Member 1 - Is the member retired?*

Yes
No

Member 1 Date of retirement*

DD

MM

YYYY

Has the member reached preservation age at pension start date?*

Yes
No

Please contact us on customercare@smsfalliance.com.au to discuss this matter further.

Member 1 What is the condition of release?*

Please provide further information*

Member 1 Is the tax free threshold to be claimed for this pension?*

Not applicable as over age 60
Yes
No

Member 1 Is the pension to be reversionary?*

Yes
No

Reversionary Name*

First Middle Last

Reversionary Date of Birth*

DD

MM

YYYY

Reversionary Gender*

Male
Female

What is the relationship to the member?*

Please provide further information*

Member 1 - If the start date is not 1 July please confirm the following:

I have reviewed and supplied the following as pdfs to your upload email address;

Documentation supporting any unmatched cash items (please review via Class Client View)
Bank statements for any non-feeding bank accounts from when the last statement was provided to date
For any share platforms/wrap accounts (all dated 1 day prior to the pension commencement date);
- Portfolio valuation
- Income reports from 1 July
- Investment transaction history or realised & unrealised capital gains reports
We confirm that all contributions paid to, and/or pensions/lump sums paid from the Fund, have been correctly allocated (please review via Class Client View)

Agreement*

I confirm I have reviewed and supplied the documents requested

Member 2 Name*

First Middle Last

Member 2 - Type of Pension*

Transition to Retirement
Account Based Pension

Member 2 Date of birth*

DD

MM

YYYY

Member 2 Gender*

Male
Female

Member 2 - Are they retired?*

Yes
No

Member 2 Date of retirement*

DD

MM

YYYY

Member 2 What is the condition of release?*

Member 2 How many pensions are being commenced?*

Member 2 New pension start date

DD

MM

YYYY

Member 2 - If the start date is not 1 July please confirm the following:

I have reviewed and supplied the following as pdfs to your upload email address;

Documentation supporting any unmatched cash items (please review via Class Client View)
Bank statements for any non-feeding bank accounts from when the last statement was provided to date
For any share platforms/wrap accounts (all dated 1 day prior to the pension commencement date);
- Portfolio valuation
- Income reports from 1 July
- Investment transaction history or realised & unrealised capital gains reports
We confirm that all contributions paid to, and/or pensions/lump sums paid from the Fund, have been correctly allocated (please review via Class Client View)

Agreement*

I confirm I have reviewed and supplied the documents requested

Member 2 Pension action required*

New Pension
Restart after combining with existing accumulation and/or pensions

Member 2 Purchase Price Source*

Entire member balance
Partial

Member 2 - Partial Amount*

Member 2 Is the tax free threshold to be claimed for this pension?*

Not applicable as over age 60
Yes
No

Member 2 Is the pension to be reversionary?*

Yes
No

Reversionary Name*

First Middle Last

Reversionary Date of Birth*

DD

MM

YYYY

Reversionary Gender

Male
Female

What is the relationship of this person to the member?

Additional Information

New Pension Application