NTAA Hot Spots Series Seminars – included for Gold Members, click here for more information.

A range of superannuation and tax obligations are imposed on SMSF trustees when setting up and paying a pension from an SMSF.

Failing to comply with any of these obligations can result in adverse consequences for an SMSF and a member.

This seminar will cover the practical issues you and your SMSF clients need to understand when setting up and paying a pension from an SMSF.

We also examine updated ATO guidelines that will affect the payment of a pension from an SMSF.

Topics covered include:

• How to accurately value a pension and its components
• A practical NTAA guide on documenting a pension
• Tips to avoid costly mistakes under the transfer balance cap rules
• Choosing between a reversionary and non-reversionary pension
• A practical guide to complying with pension standards
• Common tips and traps for stopping and starting a pension
• Handling a Transition-to-Retirement Income Stream that moves into the retirement phase

BONUS – All delegates receive:

• PDF copy of our comprehensive seminar notes
• 2.5 hours of CPD