Smarter SMSF

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January 16, 2018  

Episode 29 - Documenting decisions in taking more than the minimum pension

January 16, 2018

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.