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First time creating a Pension Pack Agreement at Cleardocs?

As this is your first time creating a Pension Pack Agreement using Cleardocs, here are answers to common legal questions. They are provided by our lawyers, Maddocks.

This page will only appear once. You will find more information throughout the question interface and in our frequently asked legal questions page found under the resources menu above.

What type of pension is catered for?

The pension pack only caters for simple pensions (also known as "accounts-based pensions").

Can I use a non-Cleardocs SMSF or an old Cleardocs SMSF?

To use the Cleardocs Pension Pack, the SMSF does not require a Cleardocs deed. But we strongly recommend that you update to the latest version of the Cleardocs deed by clicking here to ensure consistency between the fund's deed and the Pension Payment Agreement.

Does the agreement support multiple people simultaneously entering pension?

No. You need to complete a separate pension agreement for each member starting a pension.

Can the assets be segregated?

Yes, but the trustee and member must agree in accordance with the fund's deed. Click here to read more...