In this episode of SMSFs with CGW we’re talking about whether someone can access their superannuation because they have ‘retired’. There are some potentially nasty consequences if you access your superannuation without having satisfied one of the allowable conditions. Retirement is a common one that people will look at to access their super if they’re under 65. The rules are confusing, quite complicated and easy to get wrong. Listen now on Spotify or Apple Podcasts.
Authored by: Hayley Mitchell, Sarah Camm and Bridie McGovern
CGW has successfully acted in an application to the Supreme Court of NSW, with an SMSF trustee found to be justified in paying a death benefit despite compliance issues and ...