In this week’s podcast, Aaron discusses the importance of appropriately establishing and maintaining SMSF income streams as a result of the new superannuation measures from 1 July 2017.
He explains some of the key risks with poorly constructed pension documents, including where professionals rely upon SMSF software generated documents that don’t tie into the governing rules of the fund.
In addition, Aaron explores what action should be taken in respect to benefit payments are to be taken for the income year, in particular where the member intends on taking more than the minimum pensions.
We’d love to know your thoughts on how you currently prepare your SMSF documents by completing the poll below…. and as always, feel free to comment or ask a question to join in the conversation!
How do you currently prepare pension documents for your SMSF clients?
Read the Transcript