Can my SMSF “segregate” assets to support pension accounts and avoid paying CGT?
Sometimes. But it depends on the fund meeting some rules and how it’s done.
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Keep up to date with the latest changes, insights and opinions from Heffron's leading SMSF experts.
What’s the current state of play for SMSFs that underpay pensions?
Once a pension starts in an SMSF, the trustee has a legal obligation to make sure it meets minimum payment obligations each year. Unfortunately, it’s an easy thing to get wrong so it pays to...
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Pension failures – navigating the “new” rules
The more we talk at Heffron about the impact of failing to pay the minimum pension, the more problems we uncover. Today's problem - what if my client was still making personal contributions? Does...
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