Basics
- Commence or Start a Pension
- Commutations / Pension Reset / Pension Rollback
- How to combine multiple pension accounts
- How to Enter Pension Payments
- Minimum and Maximum Calculation for Allocated Pensions
- Pension Dashboard
Common Transactions
- Death Benefit Payment (from a deceased member's accumulation account)
- Deleting Locked Pension Accounts
- ECPI when no pension payment was paid
- Fund is in 100% pension phase, however there is still assessable income.
- How to create a pension from a contribution received on the same day?
- How to Enter a Lump Sum Rollin (excluding SuperStream)
Members
- Add custom fields to the Members Statements
- Capped Defined Benefit Income Streams and Special Value
- Contribution Reserves and Member Allocation
- Death Benefit Nomination Form
- Edit the Tax Free Proportion / Percentage
- Member Account not appearing on the Member List