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Core Allocated Pension Dated 1 September 2009 Forms Booklet Issuer: ROOF Investment Management Limited (ABN 53 006 695 021, AFS License No. 230524), as Trustee of the ROOF Portfolio Service Superannuation

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Gather all necessary documents: This may include your identification, proof of your age, proof of income, a completed application form, and any additional documents required by your pension provider.

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What is allocated pension?

An allocated pension is a retirement income stream that provides regular payments from a superannuation fund.

Who is required to file allocated pension?

Individuals who have started an allocated pension from their superannuation fund are required to report it.

How to fill out allocated pension?

Allocated pension can be filled out by providing details of the superannuation fund, payment amounts, and relevant personal information.

What is the purpose of allocated pension?

The purpose of allocated pension is to provide a regular income stream to retirees during their retirement years.

What information must be reported on allocated pension?

Information such as the superannuation fund details, payment amounts, and personal information of the retiree must be reported on allocated pension.

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