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Retirement and Benefits

Starting a pension, knowing when you can access your super, and understanding what happens at death or incapacity are some of the more legislatively technical events in the life of an SMSF. This section covers what's required to get each of them right, including how your nominations interact with your Will.

Getting money out of my SMSF

SMSF & Death
 

Death Benefit Nominations, who can receive a benefit, and the documents required.

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How Do You Start a Pension From Your SMSF?

Transfer Balance Cap, required documents, and how the minimum pension is calculated.

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Copyright LIfetime SMSF Pty Ltd | Privacy | 

The information contained in this website is purely factual in nature and does not take account of your personal objectives, situation, or needs. The information is objectively ascertainable and, therefore, does not constitute financial product advice. It is not intended to be financial product advice, legal advice, or tax advice and should not be relied upon as such. It is provided for the use of a Self-Managed Superannuation Fund Trustee or a person who has already made the decision to establish a Self-Managed Superannuation Fund only. In no circumstances, is it to be used by a person for the purposes of making a decision about establishing a Self- Managed Superannuation Fund. Lifetime SMSF Pty Ltd is not licensed to provide financial product advice under the Corporations Act 2001. If you require personal advice you should consult an appropriately licensed or authorised financial adviser. Liability limited by a Scheme approved under the Professional Standards Legislation.

Lifetime SMSF Pty Ltd is a Registered Tax Agent obligated to abide by the Tax Practitioners Board (TPB) Code of Professional Conduct and other taxation laws.

 

We draw your attention to the Information for Client Factsheet https://www.tpb.gov.au/sites/default/files/2024-10/Information%20for%20clients%20factsheet.pdf  prepared by the Tax Practitioner’s Board (TPB) setting out how to search the TPB’s Register of Tax Agents and how to make a complaint to the TPB about a tax agent service.

 

The Client Factsheet may also assist you to understand your obligations as a taxpayer and our obligations to you as your Tax Agent.

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