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Welcome!

Managing SMSF pensions are not a matter of set and forget – this is particularly the case where pensions and contributions for older members can overlap quite regularly.  Therefore, it is critical that you understand the necessary steps to manage pensions to avoid costly errors from a tax and SIS compliance viewpoint.

This webinar explores the technical and practical elements in managing SMSF pensions, including:

  • Key considerations in the commencement of a pension (incl. documentation)
  • What to prepare in making an election for ‘above minimum’ pension payments (as a valid commutation)
  • What to do in the event of a failed minimum pension during a financial year (incl. <1/12th shortfall)
  • How to make changes to a pension mid-stream (without commutation and repurchase) and why?
  • What to do in the event of missing pension documents?


    • CPD Accreditation:

    The session provides 1.0 CPD hours, with a certificate issued upon successful completion of the training and the assessment (you have a 2 attempts with the assessment).

    If you have questions from the webinar, you can email us at team@smartersmsf.com.

    This webinar was recorded on 9 April 2025.
    Duration: 1.5 hrs