Pensions & Pension Strategies – Technical Q&As

Video Vault Questions

Transfer Balance Caps & TBars
Consequences of failing to meet minimum TRIS payment
Reversionary pensions, BDBN’s and estate planning issues
Overpaying a TRIS
TBAR reporting when a TRIS recipient turns 65
What happens to a TRIS when you turn 65
BDBN vs. Reversionary Pension to Your Sister
Reporting LRBA as an Increase in Pensions
Commuting A Complying Pension To A Market Linked Pension
Can A Property In An SMSF Be Transferred To Both Members Of A Fund?
What To Do With The SMSF Assets Of A Terminally Ill Client
Tax Planning For An 81 Year Old With 2 Market Linked Pensions
Retired Members Want To Move Into The Property Owned By Their Fund
Can An Accountant Do Pension Docs If They Aren’t Part Of An AFSL?
Can You Change The Format Of A Death Benefit 2 Years Later
Pension Member Dies During The Year And Minimum Pension Not Paid
Can A BDBN Satisfy The Requirements Of A “Reversionary Pension”?

Episode 100 – Transfer Balance Caps & TBars

EPISODE 22- Consequences of failing to meet minimum TRIS payment

EPISODE 27- Reversionary pensions, BDBN’s and estate planning issues

EPISODE 28- Overpaying a TRIS

EPISODE 30- TBAR reporting when a TRIS recipient turns 65

EPISODE 31- What happens to a TRIS when you turn 65

EPISODE 50- BDBN vs. Reversionary Pension to Your Sister

EPISODE 52- Reporting LRBA as an Increase in Pensions

EPISODE 56 – Commuting A Complying Pension To A Market Linked Pension

EPISODE 58 – Can A Property In An SMSF Be Transferred To Both Members Of A Fund?

EPISODE 66 – What To Do With The SMSF Assets Of A Terminally Ill Client

EPISODE 68 – Tax Planning For An 81 Year Old With 2 Market Linked Pensions

EPISODE 69 – Retired Members Want To Move Into The Property Owned By Their Fund

EPISODE 72 – Can An Accountant Do Pension Docs If They Aren’t Part Of An AFSL?

EPISODE 80 – Can You Change The Format Of A Death Benefit 2 Years Later

EPISODE 89 – Pension Member Dies During The Year And Minimum Pension Not Paid

EPISODE 91 – Can A BDBN Satisfy The Requirements Of A “Reversionary Pension”?