A reversionary pension may give an SMSF a greater opportunity for an Exempt Current Pension Income, said one of the sector’s most well-respected advisers. Meg Heffron, director of Heffron, said
The ATO has started looking at a range of issues that affect reversionary pensions it was revealed in a recent webinar. Aaron Dunn, CEO of Smarter SMSF, said in the company’s most recent webinar tha
A technical expert has explained how the type of pension and the timing of when it’s commenced can impact whether a client can access the increase in the transfer balance cap. Speaking in a recent
With the general transfer balance cap expected to increase next financial year, Accurium has clarified how the reversion of an account based pension and a member’s entitlement to indexation at 1 Ju
Where a primary pensioner dies, its important that the reversionary beneficiary is across the finer details in this scenario, says a technical expert. In a recent article, SMSF Alliance principal