F - Super & Pensions
Pension Accounts
Pension Accounts When you add a new member, Prospera automatically creates a new SGC superannuation fund and Pension fund for the member, and links them so that at retirement, the superannuation will automatically roll over into the pension account. ...
How to model a Transition to Retirement Pension Income
Transition to retirement calculations are automatically "activated" if the client data meets the following two conditions: 1. If the member has an income of the type "Salary"; AND 2. If the member has an active Pension ...
Superannuation Accounts
Superannuation Accounts The Super section allows you to record the client's super accounts including both accumulation and pension accounts. Specific information in relation to SMSFs is included under the SMSF tab. The Super section is made up of a ...