In a recent article (here) my colleague Annie Dawson provided her top 5 tips when it comes to...

Every time I meet someone (professionally or personally) with a “large fund” bias, I am reminded...

There are not only special rules about who can receive a death benefit pension but there are also...

Just before Christmas, there was another small step towards resolution for those with “legacy...

With only 8 sitting days before the Federal Budget is due to be handed down on 29 March 2022 and an...

In the world of superannuation, a “commutation” is the name usually used to describe prematurely...

I recently talked to a client about taking a large benefit from their SMSF. Believe it or not,...

Starting a pension is the ultimate plan in a self-managed super fund, but sometimes there are good...

No matter what time of the year you start your pension (July 1 is the most popular day of the...

Starting pensions is the main game in an SMSF but they are often also commuted (stopped). The...

Pensions can run for many years but that doesn’t always mean that every payment drawn from a...

Since 1 July 2017, $1.6m has been a magic number in superannuation for all sorts of purposes, most...