Join now
Log in
Home / SMSFs / SMSF checklists / Starting an SMSF pension checklist

Starting an SMSF pension checklist

Penny Pryor
Penny Pryor

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.

About the author

Penny Pryor
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.
Related topics, ,

IMPORTANT: All information on SuperGuide is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether any information on SuperGuide is appropriate to you before acting on it. If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions. Comments provided by readers that may include information relating to tax, superannuation or other rules cannot be relied upon as advice. SuperGuide does not verify the information provided within comments from readers. Learn more

© Copyright SuperGuide 2008-25. Copyright for this guide belongs to SuperGuide Pty Ltd, and cannot be reproduced without express and specific consent. Learn more

Leave a Reply