The Age Pension and SMSFs | Accurium

This Accurium webinar takes a comprehensive look at the age pension and how it affects SMSF members. The topics covered include an introduction to how the age pension is determined by Centrelink, how superannuation interests in an SMSF are treated for age pension purposes, and also outlines the changes to treatment of account-based pensions under the income test from 1 January 2015. The webinar discusses a number of case studies showing SMSF members entitlement over time to the age pension.


This information is provided by Accurium Pty Limited ABN 13 009 492 219 (Accurium). It is factual information only and is not intended to be financial product advice, legal advice or tax advice, and should not be relied upon as such. The information is general in nature and may omit detail that could be significant to your particular circumstances. The information is provided in good faith and derived from sources believed to be accurate and current at the date of publication. While all care has been taken to ensure the information is correct at the time of publishing, superannuation and tax legislation can change from time to time and Accurium is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current. We recommend that you seek appropriate professional advice before making any financial decisions.