SMSF Australia Blog Articles
Who counts as a Dependant of my SMSF?
SIS dependants vs death benefits dependants explained, who can receive your SMSF death benefit, interdependency relationships, and tax treatment.
What Happens to My SMSF When I Die?
What happens to your SMSF on death, control of the trustee, how death benefits are paid, and the impact on a surviving spouse's transfer balance cap.
How to Start an Account-Based Pension in an SMSF
A step-by-step guide to starting an SMSF account-based pension, eligibility, transfer balance cap, minimum payments, and required documents.
How can I address a pension shortfall in my SMSF?
A pension shortfall causes it to fail for tax purposes. Learn how to fix an SMSF pension shortfall, when full commutation is required, and the ATO concession.
What happens if my ex-partner stole from my SMSF?
If your ex-partner took money from your SMSF without authority, you may face illegal early access penalties and have limited recourse. Learn what steps to take.
What happens to Super when you die?
Super doesn't automatically go to your estate. Learn how SMSFs handle death benefits, binding nominations, pensions and who can receive your super in Australia.
When Can I Access My Superannuation?
Access your super at 65 unconditionally, or from 60 if retired or starting a TRIS. Learn all conditions of release, early access rules, and preservation age.
What happens if I underpay my SMSF Pension?
Underpaying your SMSF pension can cause it to fail, losing tax-exempt status. Learn about the ATO's small shortfall concession and the post 24/25 rule changes.
What is an SMSF pension commencement?
An SMSF pension can commence once a member meets a condition of release, such as turning 65 or retiring at 60. Learn the types of SMSF pensions and rules.
What is an SMSF pension commutation?
A pension commutation converts all or part of an SMSF pension into a lump sum or rolls it back to accumulation. Learn when you can commute and implications.