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SMSF Pension planning toolkit

8th June 2022 (Wednesday)

Time: 12:30 PM – 1:30 PM AEST

Whether it is legislated or not, the primary purpose of superannuation is to pay a benefit, preferably via a pension, to the members of a fund once they retire or obtain a certain age (65).  Paying a pension can be as simple or as complex as you want to make it within an SMSF, it all comes down to the client’s needs and subsequent strategy.  The key issue is whether their strategy has contemplated all there is to contemplate at both establishment and on an ongoing basis.  With the Government extending the 50% discount on minimum pensions for a further 12 months and new contribution rules from 1 July 2022 expanding the capacity to contribute well into retirement, there is no better time to review the key issues associated with paying a pension from an SMSF.

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