The latest on complying pensions in an SMSF | Accurium

Webinar date/time: 27/08/2020 02:00 PM

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.

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is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current.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