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Transition to Retirement Pension

Transition to Retirement Pension

Transition to Retirement Pension: Reaching Preservation Age and Still Working

Reaching preservation age lets SMSF members start a Transition to Retirement Pension (TTR) while still working. TTR pensions are taxed differently from retirement phase pensions, regardless of age. If your SMSF is fully in pension phase, a Trust Income Schedule may not be required. Failure to meet minimum pension withdrawals risks losing tax exemptions. Trustees must understand these rules for compliant retirement planning.

3 min read

Residential Property in SMSF

Residential Property in SMSF

Residential Property in SMSF

Discover the unique rules for owning residential investment property in an SMSF. Trustees cannot live in or rent the property to friends or family, cannot acquire residential property from related parties under most conditions, and must use an LRBA structure for borrowing. Learn what it takes to stay compliant with these property rules.

3 min read

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