Tag Archives | Accurium

pension cap

SMSFs and the pension cap: a case study

Four questions every SMSF member with large balances should be asking in the run up to 30 June 2017. There’s enough here to warn not to leave understanding the rules until the last minute.

MF-eggs-basket

SMSF assets will not need segregating

SMSFs transferring funds to a tax-free pension account under the proposed cap of $1.6 million will not need to sell or segregate assets from an accumulation account for the same member.

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