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Starting a pension in an SMSF presentation

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

Topics covered in this presentation 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:

Author Photo - Graeme COLLEY
Graeme COLLEY
Current at 15 June 2011 Click here to expand/collapse more articles by Graeme COLLEY.
 

 

This was presented at Superannuation Intensive .

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