Pensions and estate planning considerations | Accurium

The ATO has high the importance of SMSF trustees preparing an exit strategy. Part of this planning will involve understanding the impact of decisions made when commencing pensions on how those income streams will be treated when the member passes away. Estate planning has always been an important consideration for SMSF members. This webinar will examine some of the key rules and strategies including:

  • Non-reversionary vs reversionary pensions
  • TBAR requirements
  • Paying death benefits as lump sums vs pensions
  • Pension payment requirements and ECPI

 

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is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current.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