Commencing a pension is an important decision requiring careful consideration. To help you prepare and reduce the time it takes to complete the relevant paperwork, we’ve created a checklist of handy tips and suggestions to get you started.
In the lead up to commencing a pension, the following are some of the issues that might be considered:
Before starting a pension application form:
Any advice and information on this website is general only, and has been prepared without taking into account your particular circumstances and needs. Before acting on any advice on this website you should assess or seek advice on whether it is appropriate for your needs, financial situation and investment objectives.
Any general tax information on this website is intended as a guide only and is based on our general understanding of taxation laws. It is not intended to be a substitute for specialised taxation advice or an assessment of your liabilities, obligations or claim entitlements that arise, or could arise, under taxation law, and we recommend you consult with a registered tax agent.
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