Reckon Docs Commentary
Overview
We've updated our Pension and Company documents to provide better consistency across all our documentation; we have also refreshed the invoice.
Technical Details
Updated products
- Pension
- Company - Private Pty Ltd
- Company - Public Ltd by Guarantee
- Company - Public Ltd by Shares
- Company - SMSF Special Purpose (Standard)
- Company - SMSF Special Purpose (Strategist)
- Replacement Company Register
- Constitution upgrade
Summary of updated documents
- Invoice
- Document refresh (colours, images, and layout)
- Updated details of fee components (renamed labels, split discount, included product description and delivery method)
- Removed payment options (card, phone, and cheque)
- Pension guides
- flowchart and checklist removed
- Compliance
- Updated documents in accordance to the latest tax-free threshold in 2017
- Product disclosure statement
- GV Lawyers treated as 3rd-party
- Pension request notification
- support for pro rata and scaling definitions
- Pension request minutes
- support for condition of release for preservation age
- Pension procedure notification
- support for latest tax-free thresholds
- Pension details minutes
- support for pro rata, scaling definition, and latest tax-free thresholds
- Maximum pension amount not rounded to nearest $10
- Assets segregation schedule
- support for multi-pension members
- Pension commencement notification
- Support for latest tax-free thresholds
- Terms and conditions
- GV Lawyers classified as 3rd-party
- Pension commencement schedule
- Support for pro rata, scaling definition, latest tax-free thresholds, and fortnightly payments.
- Pension commencement minutes
- support for latest tax-free thresholds
- ASIC Form 362
- included with company products
- Constitution upgrade
- improved support for special purpose companies