Bee-hold all things pensions

National Conference 2023

The workshop will consider various life stages of pensions and will explore common areas of concern from the perspective of both the members/beneficiaries and internal SMSF processes and procedures.
 
Following this session you will be able to:
 
  • Identify potential issues that could arise with SMSF pensions.
  • Understand the level of documentation required to validate pension transactions.
  • Identify areas of “best practice” in establishing and maintaining pensions and applying them in practice.

The contents of this resource are taken to be correct at the time of publication.

Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association