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

Can you establish a reversionary pension after a pension has commenced?

The impact of  ATO draft tax ruling, TR 2011/D3 has sparked a significant amount of interest in how income streams are structured for SMSF members, in particular with those who have not originally included a tax dependant reversionary beneficiary in the original terms & conditions of the pension.  The draft ruling states that a pension will cease … Continue reading »

Pensions / Professionals / SMSF / SMSF Strategy / Trustee education

How troubled investment times can create super opportunities

Watching the current turmoil on the investments markets is a bit like watching a car crash (you can’t look away)…  but in these troubled times, it is important to think about and strategies for members within a SMSF.  In particular, one strategy allows for a member receiving a pension to capitalise on the current down … Continue reading »