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