8 - Member & Pensions – Class Support

Introduction

In this article, we will guide you through the basics of Member & Pension Processing.

It is recommended that you complete the Key Learning Modules and refer to the Key Learning Articles for more guidance and steps.

The Key learning Modules Members, Pensions and Asset Segregation are listed in the below table and what you learn.

You need to complete the Class Fundamentals Course in order to progress to the below-listed course.

Module Name	What this Module Covers
Members, pensions and asset segregation	How to use manage member related transactions Establish a pension Process benefit payments Process commutations Process asset segregation

Links to recommended articles for this section.

User Guide Section	What's in this Section
Member Accounts	This section covers off the basics of Member accounts. Some of the key pages include: Member Console Browse Members Beneficiary Details Member Transitions and Recording a Condition of Release Adding a new member
Member Income	This section goes through how to process some member income including: Member Contributions Rollover In Member Insurance Proceeds Contribution Caps
Member Payments	This section goes through how to process member payment evens including: Pension Drawdown Rollover/Lump Sum Out Member Insurance Premium
Pensions	This section will guide you through everything you need to know about pensions including: Adding & establishing a new pension Pension Reviews TRIS Conversion Commuting a Pension

Webinar: We have a really informative Webinar on Processing Pensions

Check out the next step 9 - TBAR and Lodgments to learn all the steps of getting started with TBAR & ATO lodgments.