TTR Pension

How to set up a TTR Pension. 

  • Set up a new superannuation account via the Dashboard.
  • Make sure the 'phase' is set to 'Transition'.  This will then apply the min & max % amounts for that pension account.
  • You can then transfer an amount from the client's 'accumualtion' account to the TTR


Further information on how to set up superannuation & pension accounts can be found in this guide (the guide doesn't discuss TTRs though, however follow the above process):