Pension payment strategies | Accurium

The start of a new financial year presents an opportunity to re-think and update pension strategies for the next financial year. This webinar will identify a pension payment checklist for year end and then consider strategies that can be put in place in the 2019-20 year to improve client outcomes. It will consider the options available for making payments from an SMSF and help you plan ahead by discussing practical pension payment strategies and their impact on a member’s TBA and TBAR as well as the consequences of not meeting the pension payments requirements.


Disclaimer

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is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current.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