Pensions, actuarial certificates and the super reforms | Accurium

Approaching 1 July 2017 there is much to understand around pension assets in SMSFs. This webinar explores the decisions Trustees need to make to apply the CGT relief and comply with the transfer balance cap prior to 1 July 2017. We also discuss what it means to commence or cease a pension as this will be more important than ever under the new super reforms. Then examine how this affects the tax exempt percentage calculation for claiming exempt current pension income in the annual return.


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is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current.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.