Is there still a need for reversionary pensions?
ATO / Pensions / Professionals / SMSF / SMSF Strategy

Is there still a need for reversionary pensions?

I’ve been a strong advocate for reversionary pensions for some time, in particular in light of the Commissioner’s initial views expressed within TR 2011/D3, which discussed when a pension commences and ceases.  My previous blog post back in September 2010, 5 key reasons why you must always have a reversionary pension set out my rationale why I … Continue reading »

ATO / Estate Planning / Pensions / Professionals / SMSF / SMSF Compliance / SMSF Strategy / Trustee education

MYEFO provides relief on CGT and death benefits

Whilst much of the focus of the Mid-Year Economic and Fiscal Outlook (MYEFO) has been on the need to find dollars ensure the Labor Government delivers a surplus, the report has delivered some much-awaited news for the superannuation sector the final outcomes of the Commissioner’s views regarding TR 2011/D3, in particular when a pension ceases … Continue reading »

Announcements / Estate Planning / Events / Pensions / Professionals / SMSF / SMSF Strategy

Announcing the SMSF InPractice Workshops

The SMSF Academy is pleased to introduce the October 2011 half-day SMSF workshops on Pensions and Estate Planning. These SMSF workshops will work through case studies to outline key issues and strategies in these topical areas, in particular in light of the ATO’s draft ruling TR 2011/D3, when a pension commences & ceases. Due to the workshop format, numbers are … Continue reading »