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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.

SMSF Lifecycle

3 min read

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