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Ask an Expert | Legislation | Retirement

Starting a retirement phase pension after age 60

Jul 1, 2025, 8:59:06 AM 2 min read
An individual who has reached age 60 and leaves a paid job, can generally start a retirement phase pension from their ...
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Retirement | Accountants | Advisers

Sole traders face super access challenges

Feb 3, 2025, 11:00:52 AM 1 min read
Ending a contract with a customer (even a big one) may not be enough for a sole trader to qualify as ‘retired’ for super ...
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Trustee | Retirement

My parents have an SMSF – what do I need to know?

Nov 11, 2024, 12:34:39 PM 8 min read
Perhaps you don’t have an SMSF, but your parents do. As they age, you might play a more significant role in managing it. ...
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Death | Pension | Retirement

Inheriting super pensions – more than one way to skin the cat

Feb 29, 2024, 10:15:00 AM 3 min read
Most people who inherit a super pension from a spouse focus firstly on whether or not the pension was reversionary (ie, did it ...
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Legislation | Retirement

When does retirement really mean retirement?

Feb 27, 2024, 6:00:00 AM 4 min read
It’s well known that the super law has two definitions of retirement – one relates to leaving a job after 60 and one is about ...
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Retirement

Has your client really retired?

Aug 4, 2022, 5:00:00 PM 2 min read
Retirement. It’s a condition of release with no cashing restrictions (ie there are no strings attached!). Qualify as retired ...
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Pension | Retirement | Transfer Balance Cap

Making the most of an SMSF's flexibility with pension payments

Apr 19, 2022, 12:00:00 AM 5 min read
Every time I meet someone (professionally or personally) with a “large fund” bias, I am reminded how lucky we are in SMSFs. ...
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Ask an Expert | Retirement

Can your client retire despite receiving income protection benefits?

Nov 18, 2021, 12:00:00 AM 3 min read
Being regarded as “retired” for superannuation purposes has some very important benefits. Not only will an individual be able ...
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Pension | Legislation | Retirement

Segregating pension assets for ECPI post July 1 2021

Jul 6, 2021, 12:00:00 AM 3 min read
Since 1 July 2017, $1.6m has been a magic number in superannuation for all sorts of purposes, most notably the general transfer ...
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Pension | Retirement | Transfer Balance Cap

Legacy pensions–why the amnesty announced in the Budget should not include taxing reserves

May 27, 2021, 12:00:00 AM 7 min read
The announcement of a two year amnesty, possibly starting as soon as 1 July 2022, was music to the ears of anyone dealing with ...
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Retirement

Super accounts between 200k and 500k (grey area) have an important decision to make

Jan 27, 2021, 12:00:00 AM 5 min read
The recent Costs of operating SMSFs 2020 report from the SMSF Association and Rice Warner was a comprehensive analysis of ...
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Tax | Retirement

Federal Budget 2020-21: Is super still worthwhile?

Oct 7, 2020, 12:00:00 AM 11 min read
As widely publicised, tax cuts formed the basis of this year’s Federal Budget. Apart from confirming some changes they had ...
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