TRIS pension - attainment of retirement phase
This resolution may be used to acknowledge and record the attainment of retirement phase (by reason of the occurrence of an unrestricted release condition, such as attaining age 65) of a Transition to Retirement pension (T2R Pension).
It can be used by both corporate and individual trustees.
Please note: This template document will have to be modified for the particular requirements of each superannuation fund.
For transition to retirement pensions that have been established under Governing Rules that may be subject to any special pension terms or restrictions, please review the applicable trust deed, governing rules and the pension documents to determine if the template is suitable for use in relation to the pension.
The instruction page in the document set also provides information regarding TRIS pensions, non-retirement and retirement phases of a T2R pension, PDS disclosure and ATO reporting requirements.
Documents include:
- Instruction sheet
- Written resolutions in respect of the Fund; and
- Notification of Member
© This document set provides a single use licence for one member - please submit a new set of instructions for an additional member.
For assistance please call the SUPERCentral Help Desk on 02 8296 6266 or make an enquiry.