Episode 29 - Documenting decisions in taking more than the minimum pension
How members look to take their benefits post 1 July 2017 has become a key strategy to be employed as a result of the introduction of the transfer balance cap. Where a member intends on taking more than the minimum pension, there are a range of important factors to consider. In episode 29 this week of The SMSF Academy, Aaron explores some of these primary considerations to deal with the benefit payment amounts that will ordinarily be more than the minimum pension obligation.
Importantly, in this session Aaron discusses the importance of documentation around these decisions and what should be put in place and by when to ensure the right outcomes are achieved.
Episode 44 - The great pension squeeze
Episode 43 - How the SMSF sector continues to evolve
Episode 42 - why real change is important in the SMSF sector
Episode 41 - Our tech stack
Episode 40 - Changes to 2018 SMSF Annual Return
Episode 39 - Future of SMSF - insights into the sector today
Episode 38 - Class Benchmark Report - March 2018
Episode 37 - opportunities with the downsizer contribution rules
Episode 36 - It's TBAR time...
Episode 35 - Superannuation and the Federal Budget 2018-19
Episode 34 - Labor's policy to remove imputation credit refunds
Episode 33 - Do pension SMSFs match their stereotype?
Episode 32 - My takeaways from the SMSF Association National Conference 2018
Episode 31 - Living your brand in a smarter way
Episode 30 - Why not all death benefit nominations are the same
Episode 28 - 8 things to focus on in 2018
Episode 27 - Impact of changes to partial commutations
Episode 26 - CGT Relief: Segregated method and adopting the proportionate approach
Episode 25 - Insights from the Class SMSF Benchmark Report - September 2017
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