Transition Management

For SMSF members ready to commence a pension, our team of expert, on-shore accountants can assist in preparing all the required documentation for facilitating the pension establishment.

In the case for commuting existing pensions and combining multiple pensions to facilitate lump sum drawdowns we work hard for the smoothest transition for your clients.

As part of our service, we calculate the minimum and maximum drawdowns for each pension and monitor that these are in line with payments made.

For SMSF transitioning services for your clients, give us a call on 1300 392 544 or get in touch online.

If you’re looking to have your self-managed super fund set up or managed directly, please check out our SMSF Direct Services