by Duc Hong
The changes introduced from 1 July 2017 meant that assets supporting a TRIS are no longer exempt from tax. While that was a significant change, there are still circumstances where the TRIS strategy can be effective.
Elements to consider when implementing a Transition to Retirement strategy include:
The strategies that can be used with a TRIS include:
As at October 2020, anyone born on or before October 1962 would be eligible to commence a Transition to Retirement Income Stream.
SMSF Property Valuations can be confusing. This is partly because there are no hard and fast rules. The ATO has […]
Alicia has drafted an instructional email to guide advisers and trustees through the new DIN application process.
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