The Essential Guide to Setting Up and Paying a Pension in an SMSF
A range of superannuation and tax obligations are imposed on SMSF trustees when setting up and paying a pension from an SMSF.
Failing to comply with any of these obligations can result in adverse consequences for an SMSF and a member.
This online seminar will address the key practical issues that you and your SMSF clients need to know when setting up and paying a pension from an SMSF.
We also examine NEW ATO guidelines that will affect the payment of a pension from an SMSF.
Our seminar addresses the following key issues:
- How to correctly value a pension and its components
- An NTAA practical guide on how to document a pension
- How to avoid costly mistakes under the transfer balance cap rules
- Making the right choice between a reversionary and non-reversionary pension
- A practical guide on how to comply with the pension standards
- Common tips and traps with stopping and starting a pension
- How to correctly deal with a TRIS that moves into retirement phase
Benefits of purchasing this seminar:
- PDF copy of our comprehensive seminar notes
- 2.5 hours of CPD
This Online Seminar is presented by James Deliyannis on behalf of the NTAA.