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ATO sheds further light on TRIS conversion

The ATO has further outlined the circumstances in which the tax treatment of a transition to retirement income stream will be converted to that of an account-based pension, and the date it will apply from.

ATO sheds further light on TRIS conversion
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  • Shared by SMSF Adviser
  • June 08, 2017
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ATO director of technical leadership Helen Morgan says from a transfer balance cap perspective, transition to retirement income streams are specifically excluded from being in the retirement phase and, therefore, do not affect the transfer balance cap.

Read the full article on SMSF Adviser.

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