<<FundName>>
APPLICATION TO COMMUTE PENSION

Date: <<Date>>

Members Name: <<Sender’s comments>>
Date of Birth of Member: <<Sender’s comments>>

Request for Commutation of Pension: 

I hereby request the Trustee<<s>> to commute my Pension and for the commutation amount to be paid to me as a Lump Sum.

Pension Type	<<Account Based Pension>>	
Commutation Amount	<<Total Amount Commuted>>	
Date of Commutation	<<Date of Commutation>>	
Tax Free Component Amount	<<$ value of Tax Free Amount>>	
Taxable Component Proportion	<<$ value of Taxable Amount>>	
In Specie Lump Sum Paid	<<if any amount is paid as a lump sum as in-specie>> 	

<<Sender’s Signature>>
					
Signed by the Member: 

<<name of Member>>
<<address of Member                  
                                                                                       >>

##FundName##

TRUSTEE MEETING
COMMUTATION OF PENSION

Date	##Date##	
Attended by	##SMSFMember1## 
##SMSFMember2## 
##SMSFMember3## 
##SMSFMember4## 
	
Chairperson	##SMSFMember1##	
Held at		
Table a Motion	The Chairperson tabled a motion to commute the Member’s Pension to a lump sum payment as per the terms and conditions of the pension and below terms.

The commutation is to be under the following terms and conditions	<<Cash $ xxxx to be paid along with <name of the asset> of the market value $xxx>>	
Pension Type	<<Account Based Pension>>	
Commutation Amount	<<Total amount commuted>>	
Tax Free Component 	<<Amount of Tax Free component>>	
Taxable Component	<<Amount of Taxable Component>>	
		
Trustee Resolutions	It was resolved to commute the Pension on behalf of the Member.	

				
Chairperson: 
##SMSFMember1##