Family Law Payment Splits of a Retirement Phase Pension Account – reporting for Transfer Balance Cap purposes
When a superannuation interest in retirement phase is subject to a family law split, there are two...
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When a superannuation interest in retirement phase is subject to a family law split, there are two...
Read MoreWith the Federal election looming, the Australian Labor Party’s policy to prevent many taxpayers...
Read MoreAs we get closer to the end of the financial year, many SMSF members with pensions will be checking...
Read MoreIn the new world of calculating exempt current pension income, if your 100% pension fund receives a...
Read MoreWell, in fact pension payments have always needed to be paid in cash. Only lump sums can be taken...
Read MorePrior to 1 July 2017, as a general rule, where an individual was age 60 or over and wanted to draw...
Read MoreWith the 1 July 2017 introduction of the $1.6m Transfer Balance Cap (or “pension cap” as some...
Read MoreMust the fund issue a PAYG summary? Does the individual need to report the payments in their...
Read MoreThe majority of SMSFs lodged their Transfer Balance Reports to report the 30 June 2017 value of the...
Read MoreFrom 1 July 2017 some funds providing retirement phase pensions are no longer allowed to be...
Read MoreWinter has arrived and that means it is time to get all our pre-30 June planning finalised.
Read MoreYour client became the “owner” of the pension on the day of her husband’s passing. This means the...
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