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Reference:1414702 (SMSF Pension Commutation)

The legal information and commentary on this site is general only. Documents ordered through Cleardocs affect the user's legal rights and liabilities. To assess their suitability for the user, legal, accounting and financial advice must be obtained.

Before you start: SMSF Pension Commutation

You need to have written evidence requiring the Fund's trustee to pay the pension to you to meet ATO and super law requirements. If there is no written evidence then there is no pension which can be commuted.

The Fund does not require a Cleardocs deed or Cleardocs Pension Pack for the order you are doing today.

However, if the Fund has ever had a Cleardocs deed or Cleardocs pension document, we can use answers from an earlier order for that Fund to "pre-populate" some answers on the next page. You should check the answers to ensure they reflect the current status of the Fund.

Has the SMSF ever had a Cleardocs deed or Cleardocs pension document?
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