We have compiled a Go-To Guide on transition to retirement pensions to help you navigate the loss of the tax-exempt treatment of earnings on assets that support a transition to retirement pension (TTR).
Key advice issues regarding TTRs have been highlighted, including case studies to help illustrate these issues and possible solutions.
A checklist will assist you in structuring your discussions with your clients.
Finally, a white label document, focused specifically on the removal of the tax exempt status on TTRs, can assist you in communicating with your clients and how these changes might affect them.
At the time of publishing, the contents of this resource were accurate and correct.
Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. 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 paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association