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  1. Simple Fund 360 Knowledge Centre
  2. Pensions

Pensions

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
See all 7 articles

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)
See all 15 articles

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
See all 8 articles
Simple Fund 360 Knowledge Centre