Lump Sum vs Pension

Written by Hein Preller Posted in SMSF Rules, SMSF Topics

Introduction Once members in an SMSF reach the preservation age, currently 55, or satisfy the Conditions of Release, they are able to receive benefits from the fund. That is, you can transfer money from your accumulation account to the pension account. Benefits may be paid from the pension account as: one or more Lump Sums, […]

SMSF legislation and rules

Written by Hein Preller Posted in SMSF Rules

SMSF Regulations SMSFs are regulated by the ATO. There are several excellent ATO booklets explaining the SMSF rules and your responsibilities as a Trustee. To access the list of ATO publications for SMSFs, click here. Legislation SMSFs are subject to numerous legislative instruments, the most relevant are: Current developments It is now a requirement for […]

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