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1300 809 933
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Our Solutions
About Us
Forms
Our Forms
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News
Contact Us
Home
Our Solutions
About Us
Forms
Our Forms
ATO Forms
News
Contact Us
New Pension Application
If you have any questions please do not hesitate to contact us on 1300 809 933.
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
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Bahrain
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Belize
Benin
Bermuda
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Bolivia
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Bosnia and Herzegovina
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Central African Republic
Chad
Chile
China
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Comoros
Congo, Democratic Republic of the
Congo, Republic of the
Cook Islands
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Croatia
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Dominican Republic
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Ethiopia
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Guinea
Guinea-Bissau
Guyana
Haiti
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Holy See
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Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
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Japan
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Kenya
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Lao People's Democratic Republic
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Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
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Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
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Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Korea
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
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Pitcairn
Poland
Portugal
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Qatar
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Russia
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Réunion
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Saint Helena
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Slovenia
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Sudan
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Sweden
Switzerland
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Tajikistan
Tanzania
Thailand
Timor-Leste
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Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Vietnam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Country
Fund Name
*
Is SMSF Alliance the Administrator for this fund?
*
Yes
No
How many members are commencing pensions?
*
One member
Two members
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?
*
-
Over preservation age, retired with no intention to return to work
Over preservation age and under 65 but not retired (Transition to Retirement Pension required)
Over 60 and required
65 or over
Total and Permanently Disabled
Death Benefit Pension
Other
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?
*
Spouse
Child under 18
Child over 18 but under 25 and financially dependent
Permanently disabled child over 25
Other
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?
*
-
Over 55, retired with no intention to return to work
Over 55 and under 65 but not retired (Transition to Retirement Pension required)
Over 60 and retired
65 or over
Total and Permanently Disabled
Death Benefit Pension
Other
Member 2 How many pensions are being commenced?
*
1 Pension
2 Pensions
3 Pensions
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