The Essential Guide to Setting Up and Paying a Pension in an SMSF
NTAA Hot Spots Series Seminars – included for Gold Members, click here for more information.
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 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
- Practical guide on how to document a pension.
- NEW ATO guidelines when paying minimum pension amounts.
- How to avoid costly mistakes under the transfer balance cap rules.
- Common tips and traps with stopping and starting a pension.
- How to correctly deal with a TRIS that moves into retirement phase.
NTAA Hot Spots Series Seminars
Benefits of purchasing this seminar:
- Comprehensive seminar notes
- 2.5 hours of CPD
The seminar is presented by James Deliyannis and Riley Jones on behalf of the NTAA.
