Starting to pay an income stream

  • Consider getting advice from an SMSF professional
  • Check your SMSF trust deed allows the payment of the income stream
  • Confirm the member has met the condition of release
  • Obtain an actuarial certificate if required
  • Value the assets that support the income stream at market value
  • Determine the minimum annual payment required under super laws and the maximum annual amount for a transition to retirement income stream,)
  • Register for PAYG withholding if required
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