Quantcast
au iconAU

 

 

Legacy pensions causing TSB headaches for SMSFs

Determining a client’s total superannuation balance isn’t always a straightforward process, particularly where legacy pensions are involved, cautions an actuarial certificate provider.

Legacy pensions causing TSB headaches for SMSFs
smsfadviser logo
Legacy pensions causing TSB headaches for SMSFs

Accurium SMSF technical manager Melanie Dunn said while working out the accumulation phase value is relatively simple, it can be more difficult to determine the value of retirement phase income streams.

Read the full article at SMSF Adviser.

Subscribe to Public Accountant

Receive the latest news, opinion and features directly to your inbox