Pension Admin

Presidio Super’s pension administration services relate to allocated pensions, account based pensions, transition to retirement pensions and market linked pensions.

• Calculation of purchase price at commencement of pension
  
• Calculation of tax free and taxable components
• Preparation and lodgement of TFN declarations
• Registration of SMSF for PAYG withholding where necessary
• Declaration of retirement
• Preparation of minutes in relation to commencement of pension
• Preparation and lodgement of PAYG payment summaries
• Re-calculation of pension payments as at 1 July each year
• Facilitate actuarial certificates