WHAT LODGEMENTS OR PAPERWORK IS NEEDED TO SWITCH FROM ACCUMULATION TO PENSION PHASE I HAVE A SMSF ACCOUNT.
REGARDS
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- Member makes request to SMSF
- Trustees prepare SMSF financials up to date
- Trustees approve the request by resolution or minute
- Trustees advise member of minimum pension to be paid
- lodge TBAR to advise ATO if it is a retirement pension
Best to get proper advice from your SMSF accountant.
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- Member makes request to SMSF
- Trustees prepare SMSF financials up to date
- Trustees approve the request by resolution or minute
- Trustees advise member of minimum pension to be paid
- lodge TBAR to advise ATO if it is a retirement pension
Best to get proper advice from your SMSF accountant.
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