Death of a spouse when both members of a couple have pensions – how are these managed?
The 1 July 2017 changes to superannuation pensions introduced a new rule of thumb – most people can...
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The 1 July 2017 changes to superannuation pensions introduced a new rule of thumb – most people can...
Read MoreWhile most practitioners would be aware that superannuation is not covered by the deceased’s will...
Read MoreThe Australian Taxation Office (ATO) are concerned that a number of SMSFs paying capped defined...
Read MoreWhen 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...
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