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Notes Online Home 2018 Super Schools Day 2 Pension planning strategies
Pension planning strategies for SMSFs paying a transition to retirement income stream
In this segment of the notes, we discuss pension planning strategies for SMSFs paying a transition to retirement income stream by covering the following topics:
- Paying tax-effective TRISs for members without the pension asset exemption
- Maximising the tax-free component of a client’s super interest by commencing a non-exempt TRIS
- Using death benefit TRISs as part of a succession plan