Set up Annual Pension Payment/Minutes with ease

Why do I need Annual Pension Payment/Minutes?

Pension Minutes are a formal record confirming the trustee’s decision to commence or manage a pension within an SMSF. This document is essential for demonstrating that the fund is complying with superannuation laws and meeting its obligations to members. It can also provide important support if the fund is audited by the ATO or needs to show when and how a pension started or changed.

Set up Annual Pension Payment/Minutes with ease

Create your Pension Minutes in just a few simple steps with our easy-to-follow process. Whether you’re starting a new pension or documenting a change, you’ll receive a formal record ready for trustee approval – helping you stay organised and meet SMSF requirements without unnecessary complexity.

Annual Pension Payment/Minutes

A formal record confirming the trustee’s decision to commence or manage a pension within an SMSF

Digital: $110 Inc GST

Slimline: $153 Inc GST

Binder: $210 Inc GST

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NowInfinity Documentation Suite Benefits

Complete suite of SMSF setup documents
Quickly and easily set up bank accounts, ABN and TFNs
Order Pay As You Go documents with no lock in contracts
eSignatures and SMS reminders included at no additional cost
Legally backed documents for peace of mind
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All Self Managed Super Fund Documents (SMSF)

SMSF Deed of Establishment
- Digital:$160 Inc GST
- Slimline:$203 Inc GST
- Binder:$260 Inc GST
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An SMSF is a superannuation trust structure which allows the SMSF’s members to control the investment decisions made in relation to their retirement savings.
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SMSF Deed of variation
- Digital:$160 Inc GST
- Slimline:$203 Inc GST
- Binder:$260 Inc GST
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By executing this SMSF Deed of Variation, the Fund adopts a new set of governing rules.
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Change of Trustee
- Digital:$220 inc GST
- Slimline:$263 inc GST
- Binder:$320 INC gst
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The Deed of Change of Trustee takes the approach of retiring or removing all existing trustees (including any that intend to continue as Trustee) and then appointing new trustees (including those wishing to continue).
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Trustee Consent and Member Application
- Digital:$99 inc GST
- Slimline:$142 inc GST
- Binder:$199 inc GST
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As part of the process for adding a new member to a SMSF, this document serves as notification that the incoming Trustee/Director has consented to act as a Trustee/Director of the Corporate Trustee and now applies for membership of the Fund. This does not replace a Deed of Change of Trustee (which is a separate service).
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Binding Death Benefit Nomination
- Digital:$99 Inc GST
- Slimline:$142 Inc GST
- Binder:$199 Inc GST
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A BDBN allows members of a SMSF, to formally direct the trustee on how their super benefits will be distributed when they pass away.
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Annual Pension Payment/Minutes
- Digital:$110 Inc GST
- Slimline:$153 Inc GST
- Binder:$210 Inc GST
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A formal record confirming the trustee’s decision to commence or manage a pension within an SMSF
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Investment Strategy
- Digital:$99 inc GST
- Slimline:$142 inc GST
- Binder:$199 inc GST
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An SMSF Investment Strategy is a legally required document that outlines how the fund’s investments will be managed to meet its objectives.
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All pricing is GST inclusive
All pricing is ASIC fee inclusive

*Deed Stamping available for NSW and VIC for $66. Additional copy fee is $20 per copy for NSW and free of charge for VIC. Cost of Stamp Duty (NSW=$750, VIC=$200) not included in pricing.
**Deed stamping availabe only in NSW for $66. Additional copy fee is $20 per copy. Cost of Stamp Duty (NSW=$750, VIC=$200) not included in pricing.
+ Slimline – a presentation folder for easier filing, containing two hard copies of the documents.
++Binder – a high-quality binder containing three hard copies of the documents. Please refer to https://help.nowinfinity.com.au/hc/en-au/articles/360002058255-How-to-order-a-hard-copy-of-a-Document for more details

Frequently Asked Questions

Can I use the same document for multiple pensions or members?

No, a separate set of Annual Pension Payment/Minutes should be prepared for each individual pension and member.

Do Annual Pension Payment/Minutes need to be lodged with the ATO?

No, but they must be kept with the SMSF’s records and be available if requested during an audit or compliance review.

Do I need advice before starting a pension?

While not mandatory, it’s strongly recommended to seek financial or tax advice to ensure the pension is appropriate for your circumstances and complies with relevant rules.

What are Annual Pension Payment/Minutes?

Pension Minutes are official trustee records that document the decision to commence or manage a pension within a self-managed super fund (SMSF).

When should Annual Pension Payment/Minutes be prepared?

Pension Minutes should be prepared at the time a pension is commenced, varied, or ceased within the SMSF.

Who needs to sign the Annual Pension Payment/Minutes?

All trustees (or directors of the corporate trustee) should sign the document to confirm the decision.

Why do I need Annual Pension Payment/Minutes for my SMSF?

They help show that the fund is complying with legal requirements when starting or adjusting a pension and provide a record for audits or ATO reviews.

Optional Legal Review

We provide practical, reliable optional legal review that make it easy for you and your clients to feel confident when getting legal sign-off on documents.

With direct and streamlined access to our trusted legal services provider DGF Morgan, your documents are reviewed by experienced lawyers. This helps protect you and your clients from potential risks tailored to your specific circumstances.

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Easily set up Annual Pension Payment/Minutes

Pay As You Go with no lock in contracts

Why do I need Annual Pension Payment/Minutes?