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, […]

Disqualified persons

Written by Hein Preller Posted in SMSF Rules

An SMSF Trustee becomes a disqualified person There are consequences when a Trustee of an SMSF becomes a ‘disqualified person’. Trustees include Directors of a Corporate Trustee of an SMSF. If you are a Trustee and become a disqualified person, you are not allowed to remain as a  Trustee. Removing yourself as a Trustee If […]

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