Pensions | SMSF Engine
SMSF Solutions for Accountants and Financial Planners
Contributions / Monday, May 17th, 2021

SMSF Budget Update 2021

Alex looks at the changes made by the Treasurer and the effects on SMSFs, specifically Contributions, Residency and Pensions

Alex Polorotoff
Alex Polorotoff
News / Monday, May 10th, 2021

When do I need an actuarial certificate

Alex clarifies when to use an Actuarial Certificate and when you aren’t expected to.

Alex Polorotoff
Alex Polorotoff
News / Monday, May 3rd, 2021

Solutions for meeting minimums with illiquid fund assets

Alicia provides solutions for the growing issue of property in super and dealing with minimum pension payments

Alicia Thomson
Alicia Thomson
Estate Planning / Monday, March 1st, 2021

Death and Transfer Balance Caps

by Mark Phillips We often receive queries from our network in relation to their SMSF clients, and some of these form the basis of […]

Mark Phillips
Mark Phillips
General / Monday, February 8th, 2021

How will indexation of the TBC impact your client?

by Alex Polorotoff The ATO recently announced the indexation of the General Transfer Balance Cap (TBC) to $1.7 million which will occur on 1 […]

Alex Polorotoff
Alex Polorotoff
General / Monday, February 8th, 2021

Account Based Pensions are simple, right?

by Duc Hong Account Based Pensions can provide a regular income stream once a member satisfies a condition of release. If the member is […]

Duc Hong
Duc Hong
General / Saturday, November 14th, 2020

Pension Loans Scheme

by Brent Jones My aunt asked me if I could help her arrange a reverse mortgage so that she could get her leaky roof, […]

Brent Jones
Brent Jones