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  1. Simple Fund 360 Knowledge Centre
  2. Pensions

Pensions

Basics

  • Minimum and Maximum Calculation for Allocated Pensions
  • How to combine multiple pension accounts
  • Pension Dashboard
  • Commutations / Pension Reset / Pension Rollback
  • How to Enter Pension Payments
  • Pensions commencing partway through the year
See all 7 articles

Common Transactions

  • Processing Non-Commutable Income Streams from Insurance Proceeds
  • Deleting Locked Pension Accounts
  • Partial commutation not counting towards minimum pension paid.
  • How to process Early Access to Super?
  • ECPI when no pension payment was paid
  • How to start a reversionary pension
See all 14 articles

Members

  • Member Account not appearing on the Member List
  • Member Account not available for Commutation / Rollovers
  • Capped Defined Benefit Income Streams and Special Value
  • Edit the Tax Free Proportion / Percentage
  • Death Benefit Nomination Form
  • Add custom fields to the Members Statements
See all 8 articles
Simple Fund 360 Knowledge Centre