Consequences of an SMSF failing the minimum pension standards
Update: 2025-05-10
Description
Where an SMSF paying an account based pension fails the pension standards such as not paying the minimum annual payment, it can have significant consequences.
The can include increased fund tax liabilities and the merger of a members different super interests. In addition, following recent ATO guidance it could also trigger a range of transfer balance cap issues and require trustees to navigate significant additional complexity.
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