SMSF podcast - Episode 14 - what happens at the expiry of a complying pension?




TheDunnThing - SMSF Dunn Right show

Summary: In this SMSF podcast, Aaron explores the key issues that need to be considered with the expiry of a life expectancy complying pension.   It is anticipated that a growing number of these defined benefit pensions will expire in the coming years and will impact have an impact from a centrelink, superannuation and tax law perspective.  Aaron explores the key issues and provides some valuable insights in helping to plan for the expiry of these fixed term pensions.