SMSF Pensions & ECPI: Navigating the Post-Death Rules
Preparing the accounts of an SMSF after a pensioner’s death—when their pension didn’t continue -...
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Inheriting super pensions – more than one way to skin the cat
Most people who inherit a super pension from a spouse focus firstly on whether or not the pension...
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Does ECPI continue on my reversionary pension even though it will put me over my transfer balance cap?
When a member inherits their spouse’s reversionary pension, they might have retirement phase...
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Death of an SMSF member
Hopefully the death of an SMSF client is not something you are dealing with every day. But, when...
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What exactly is a "binding death benefit nomination"?
Because we love a good acronym in the world of SMSFs, you’ve probably heard of a BDBN or Binding...
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Future service tax deductions - some traps for the unwary
When an SMSF member with insurance dies before 65 there is potentially a special tax deduction...
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How is a non reversionary pension dealt with on death?
When a pensioner dies, the situation is clear if the pension was reversionary – the pension just...
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What happens when a pensioner dies?
In a recent article (here) my colleague Annie Dawson provided her top 5 tips when it comes to...
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5 tips for commuting a death benefit pension
There are not only special rules about who can receive a death benefit pension but there are also...
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Binding death benefit nominations – 6 traps to avoid
Avoiding pitfalls actually starts well before the binding death benefit nomination is prepared. It...
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Lump sum payments from death benefit pensions
My client, who is under age 60, would like to take a lump sum payment from a death benefit pension....
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“As soon as practicable” – what does that mean in practice?
My client recently died. I know superannuation death benefits need to be dealt with “as soon as...
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