Commuting an SMSF allocated pension
Stopping part or all of a pension can be a useful strategy for SMSFs in certain situations. We explain how and why.
SMSFs: How to start a pension
It might seem complex to begin with, but if you follow these steps, you should be able to establish your own retirement income stream.
Total Superannuation Balance: When it applies and what is included
Recent increases to contribution caps also impact your total super balance. Here’s how it works.
Definitive guide to the Transfer Balance Cap
The amount you can have in a super pension account (known as the transfer balance cap) just increased, but so did the complexity of the rules.
Video: Explainer on the legacy retirement income products amnesty
John Maroney, CEO of the SMSF Association explains the amnesty on legacy retirement income products that was announced in the 2021 Federal Budget.
Video: EOFY tips for SMSF trustees
John Maroney, CEO of the SMSF Association provides some end of financial year tips for SMSF trustees.
SMSFs: Legacy pension relief at long last
SMSF members will be able to exit old-style pensions for new if this Budget measure comes to pass.
SMSFs: What are the lump sum withdrawal rules?
As you approach retirement, you need to consider what you want to do with your super – lump sum, income stream or a bit of both.
SMSFs: What is an actuarial certificate, and how much do they cost?
An actuarial certificate is a document that certifies how much of a SMSF’s earnings are derived from its members’ accumulation phases and retirement phases.
What SMSF trustees need to know about ECPI
Self-managed superannuation funds offer members some useful advantages when it comes to paying pensions. One such benefit refers to the treatment of income earned on assets that are supporting a pension, called exempt current pension income or ECPI.
Proportioning rule and super tax: What it is and why it matters
When it comes to your super benefits, tax is always at the heart of it, whether it’s when you make a contribution, or when you take your money out at the other end.
