Starting an SMSF pension checklist

If you have an SMSF, one of the benefits when it comes to retirement is flexibility around how your fund can pay you a pension.

Starting a pension from your self-managed superannuation fund is relatively straightforward once you know what to do. There are a few things you absolutely must do but, as an SMSF trustee, you also have more control when it comes to how much and how often you pay the pension.

The following checklist will help you get on top of everything that needs to be done.

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About the author

Penny Pryor

Penny has nearly two decades experience of writing, reporting and editing financial services publications for both institutional and retail readers. She has contributed to, and edited, the Money Section of the Sun Herald and The Sunday Age. She has written for the Australian Financial Review and the Sydney Morning Herald, the Cooperative Research Centres Association publication KnowHow Magazine, JMoney, In The Black and Global Investor.

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Starting an SMSF pension checklist

About the author

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