- Technically Speaking
- Income streams
In this bulletin, we explore the intricacies of the retirement condition of release – a crucial concept for members under age 65 wanting to access their superannuation benefits. Delving into the implications of the increase in preservation age to age 60, this bulletin examines the practical application of the retirement condition of release, providing valuable insights for SMSF professionals navigating the complexities of accessing superannuation benefits before age 65.
Login to view the paper below.
The contents of this resource are taken to be correct at the time of publication.
Complimentary CPD available for Technically Speaking
This SMSF Association Technically Speaking publication is worth up to 1 CPD hour (SMSF Association accredited) and 1 legislated CPD hour under the Regulatory Compliance and Tax Financial Advice categories.
If you complete the reading but not the CPD quiz, you are able to claim 0.5 CPD hours under Non- Accredited CPD of the SMSF Association CPD Policy.
Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association