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Pension Update

Published on 20 May 2014 | Took place at Online , WA

Superannuation pensions haven’t been subject to much legislative change since 2007. However, the ATO’s views on them have changed / been affirmed in recent times. This event outlined:

  • the implications with respect to TR 2013/5 and paying minimum pensions, including further ATO guidance
  • the rules with respect to in-specie pension payments
  • segregation of assets within pension accounts.

Individual sessions

Pension update

Author(s):  Jemma SANDERSON

This presentation covers:

  • TR 2013/5 - meeting minimum pension requirements
  • ATO guidance
  • in-specie pension payments
  • asset segregation.
Materials from this session: