Downloadable Forms - DO NOT COMPLETE ONLINE!

Our forms are downloadable Excel Forms. These have in-built checks and controls over the data entered to help ensure that what we receive is appropriate. Please do not complete the forms online! The intention is to obtain a copy of the form by downloading it from the website to your computer. From there, please complete using MS Excel (or similar), save the completed form and email it through to act@bendzulla.com

If you would like assistance with completing the forms, please feel free to call Andy on 1800 203 123. If you are having difficulty downloading the form, please email Andy to request the appropriate form.

Certificates and Invoices are emailed to clients as PDF files. No paper copies are mailed out.

Each of the forms has a checking section at the bottom. This is so that you can see if there is anything obvious that we require missing from the form and can rectify before sending it through to us. This helps to keep the process fast and efficient. Please take the time to rectify any errors shown up in the Checking Section.

Account Based Pensions (with Accumulation Account/s) - Section 295-390 of ITAA 1997 (formerly Section 283 of ITAA 1936) – still known as a Section 283 Certificate

Those Funds where the only pensions are account based (Allocated, Market-Linked/Term-Allocated, Transition to Retirement and/or Account-Based Pensions) require a section 283 certificate of income tax exemption after any financial year where the Fund had a combination of pension and accumulation assets and these assets weren't segregated from each other.

You will find guidance in the application form itself about when a certificate is required.

To apply for this type of certificate, please download (save) the application form to your computer and open with Excel. To do this, ‘right-click’ on the link below and choosing Save Target As (or the equivalent depending on your web browser) and then choosing a save location for the file. Once completed, please save a copy for your reference and email the completed form to act@bendzulla.com

•  283 form 2008H.xls (July 2008 version)
  ... Downloadable Excel Application Form

There are two versions of the application within this file. One is ASSISTED which will help to guide you through the process. Please start here (regardless of your experience with our previous forms) until you are familiar with the new process. Once you feel comfortable with the process, you may choose to use the UNASSISTED version.

Cut-Down 283 forms (one worksheet only)

There are ‘cut-down’ versions of the application forms that don’t have the help pages attached.

Assisted - has the tips and hints built in to the application form

•  283 form 2008A.xls
  ... Downloadable Excel Application Form

•  283 form 2008U.xls
  ... Downloadable Excel Application Form

Funds with Defined Pensions (i.e. Complying Lifetime, Life Expectancy or Flexi Pensions)
- Year End Defined Pension Certificate

To apply for this type of certificate, please download (save) the application form to your computer and complete using Excel. Once completed please save a copy for your reference and email the completed form to act@bendzulla.com

•  DBP form 2008B.xls (July 2008 version)
  ... Downloadable Excel Application Form

Other Data Forms

• The Tax Act Regulations made on the 26 April 2007 have clarified many of the issues associated with commutations, reserve allocations and the contribution caps. Our note on Altering SMSF Defined Pensions to SMSF Account Based Pension has consequently been revised (newest version uploaded 10 May 07).. For more information click here

  To request a report on converting a defined pension .. download dataform here.

• Pensions that were started before 1 July 2007 require the tax free component to be calculated at a trigger event, and the proportional rule (not the fixed dollar deduct-ible amount approach) to be used for all subsequent pension pay-ments. A trigger event is being 60 or over at 1 July 2007, turning age 60, death, or partial or full commutation. We have developed a technical note to assist administrators with this calculation for defined pensions. A penalty applies if this task is not com-pleted in the time specified by the Regulator .. For more information click here

  To request a calculation of tax free component for defined pensions .. download dataform here.

• Self Insurance Actuarial Certificate - This data sheet can be used for Self Managed Superannuation Funds that have one or more members with a death or disability benefit covered by self insurance ... online submission

• Triennial Actuarial Review ... printable form