Superfirst - The SMSF Specialists Institute of Chartered Accountants

SMSF Pension Strategy

Once you reach 65* and are able to draw a pension, the superannuation system opens up a world of opportunities to minimise tax and increase your investment balances.

By correctly establishing a pension strategy, and utilising recontribution strategies, a superannuation member can increase their balance available for retirement.

Pension Strategies are a case of using the law to your advantage in order to maximise your wealth, rather than giving it to the taxman.

Generally pension strategy is seperate from investment strategy and does not require the SMSF to change the nature of the investments.

 

* Age may vary due to personal circumstances.