Everything you need to know about starting and receiving pensions
Whether you’re starting to think about moving into retirement, or you are already earning a pension from your fund, this session will cover everything you need to know, including the newly introduced Transfer Balance Cap. In particular, Peter will cover: starting a pension or making a change to an existing pension, how the Transfer Balance Cap impacts how much you have in pension phase and considerations for effectively managing it using pension drawdown strategies. Peter will also discuss what segregated v unsegregated assets mean for investment and tax purposes, and how your advisor can help with this.
Presenter: Peter Hogan, Head of Education and Technical, SMSF Association
Duration: 55 Minutes