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Resources on demand

Should my fund go into pension phase

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Making the choice to commence a pension with superannuation in your SMSF can provide substantial tax benefits. But will these benefits always be realised on every occasion and in all circumstances?

During this webinar, we look at the things to consider before commencing a pension including:

  • eligibility requirements and issues we keep seeing
  • transfer balance account considerations
  • trust deed and pension documentation issues
  • asset segregation and ECPI considerations.

We also provide strategies and practical examples to demonstrate opportunities to structure these arrangements to achieve the best outcomes for your clients.

Running time: 1:28:24