The SMSF Experts Podcast 12: How to Unlock SMSF Benefits

unlock smsf benefits liz westover shelley banton

In this episode of SMSF Experts, we delve into unlocking SMSF benefits amidst increased scrutiny from the ATO regarding illegal early release.

Shelley is joined by Liz Westover, a partner and national SMSF leader at Deloitte, to discuss the dos and don’ts of meeting the conditions of release for accessing funds in an SMSF:

  1. Complying with the retirement rules
  2. Meeting the pension requirements
  3. Trustee illegal early release behaviour
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