For SMSFs paying a complying lifetime, life expectancy or market-linked pension the rules and regulations governing these income streams can be particularly confusing. In this webinar we will:
- revisit some of the key concepts to understand when managing a fund which contains one of these income streams
- highlight some recent and upcoming potential changes in respect to the transfer balance cap treatment of life expectancy and market linked pensions
- discuss the rules around allocating from unallocated or pension reserves in an SMSF, and
- explain the options for restructuring these types of income streams.