Pensions in SMSFs – Starting, Stopping & Fixing Them Properly

Get SMSF pensions right from the start – optimise tax outcomes, fix common issues, and ensure full ATO compliance.

For many retirees, superannuation represents one of their largest and most important assets outside the family home. Ensuring those retirement savings are structured correctly – particularly through an account-based pension – can deliver significant tax advantages and long-term financial benefits.

In this session, we explore the key rules governing SMSF pension – how to start them correctly, maintain compliance over time, and address common issues when things go wrong. With the ATO having recently reissued updated guidance clarifying the requirements for valid pension arrangements, it is more important than ever to understand both the technical rules and the practical implications for trustees and advisers.

Learning Outcomes:

Attendees will learn:

• How to correctly commence an SMSF account-based pension
• Ongoing compliance requirements, including minimum pension standards
• Common errors and how to identify non-compliant pension arrangements
• Practical strategies to rectify pension issues and avoid adverse tax outcomes
• Key insights from the ATO’s updated ruling and what it means in practice
• Real-world case studies illustrating typical problem scenarios and solution

Suited to:

SMSF administrators, accountants and financial advisers from small to medium practices.

This On Demand recording Includes: 

• Recording of the Live Webinar, which can be viewed multiple times, for as long as required 
• Presenters contact details for follow up questions 
• CPD Quiz
• CPD Certificate 
• CPD Report – Logged automatically 
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation