Managing SMSF pensions are not a matter of set and forget – this is particularly the case where pensions and contributions for older members can overlap quite regularly.  Therefore, it is critical that you understand the necessary steps to manage pensions to avoid costly errors from a tax and SIS compliance viewpoint.

In this session, Aaron will be exploring:

• Key considerations in the commencement of a pension (incl. documentation)
• What to prepare in making an election for ‘above minimum’ pension payments (as a valid commutation)
• What to do in the event of a failed minimum pension during a financial year (incl. <1/12th shortfall)
• How to make changes to a pension mid-stream (without commutation and repurchase) and why?
• What to do in the event of missing pension documents?

In the session, we will work through a number of case studies and will demonstrate several of a specialist SMSF pension documents that the team at Smarter SMSF has built to deal with various strategies and issues for your SMSF pension clients.

Prepare to question, learn, and gain the clarity you need to navigate your pension with certainty.

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