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How to pay a pension from a self-managed superannuation fund paper

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 24 Oct 06 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Topics covered in this paper include:

  • commencing a pension from a SMSF
  • valuation of pension assets and calculating the pension
  • trustee minutes
  • transfers of money to pay the pension
  • investment strategy consideration
  • record keeping.

Author profile

Graeme Colley
Photo of author, Graeme COLLEY Graeme is the Executive Manager, SMSF Technical and Private Wealth at SuperConcepts. In that role his responsibilities include the provision of technical and education services to private wealth clients, maintaining the company’s media and corporate profile and its advocacy with government. Graeme has considerable taxation and superannuation experience gained from senior positions in the ATO, as an Assistant Commissioner of the Insurance and Superannuation Commission, ING as well as leading fund managers and consultants, including Macquarie Bank, Mercer and Chartered Accountants ANZ. He is a joint author of the CCH Master Financial Planning Guide and Financial Planning in Australia. His academic experience extends to the ATAX Masters course at UNSW and the Master of Commerce (Financial Planning) course at UWS. - Current at 10 February 2021
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This was presented at Superannuation Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions

How to pay a pension from a self-managed superannuation fund

Author(s):  Graeme COLLEY

Materials from this session:

Contribution strategies

Author(s):  Patrick CORK,  Jemma SANDERSON

Materials from this session:

Death and SMSFs

Author(s):  Mark WILKINSON

Materials from this session:

Further details about this event:

 

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