Do you need a defined pension report?

If your SMSF has one or more defined pensions please follow the instructions on this page to order a report.

This report is the type that must be supplied to Centrelink/DVA each year to maintain asset-test exemption.

Defined pensions are known by various names: complying pensions, lifetime pensions, flexi-pensions and asset-test exempt income streams, to name a few. Defined pension reports include a tax-exemption certificate along with statements prescribed by the SIS Act 1993.

If you require a tax-exemption certificate and your SMSF has only account-based pensions, including the old-style allocated pensions and market-linked pensions, please go to the Tax-exemption Certificates page. Market-linked pensions are also known as term-allocated pensions, or TAPs.

How to order a defined pension report

For a defined pension report please send us an email at "act@rossoncosta.com.au" with any report or form (including our competitor's forms), or a completed copy of our application form, that contains:

• the fund name and the members' names; and
• the opening balances of each account; and
• dates and amounts of pension payments, contributions and withdrawals; and
• dates and amounts of pensions started or rolled-back during the year, if any; and
• the 30-June market value of the fund before tax; and,
• a copy of the most recent defined pension report for your fund.

We don't normally need or use detailed information about investment returns and expenses. But if there have been large, sudden changes in the market-value of the Fund please let us know. These changes may have an effect on the final tax-exemption figure.