Non-retirement phase TRIS: consequences of exceeding maximum pension payments
Income streams/pensions
A TRIS can be a useful tool for members of a SMSF who have reached their preservation age and wish to reduce their working hours without reducing their income. Like account-based pensions, a TRIS must meet minimum pension standards each year. This involves taking the minimum pension payments each income year based on the age of the member and the account balance at 1 July (or commencement)....
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