New pension management strategies post 1 July 2017

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New pension management strategies post 1 July 2017

The introduction of the transfer balance cap (TBC) regime from 1 July 2017 has impacted the way in which SMSF pension strategies must be approached.

This insight paper details and explores; the transfer balance cap regime, alternatives that should be considered in the way SMSFs pay a pension, valuation issues and an outline of the event-based reporting requirements.

To find your nearest SMSF Specialist to assist you and your understanding of the new pension management strategies post 1 July 2017, use our Find a Specialist function, found here.

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2018-02-25T23:51:00+00:00