Podcasts

The SMSF Experts Podcast 12: How to Unlock SMSF Benefits - SMSF Auditors, Self Managed Super Funds Audits | ASF Audits

Written by Shelley Banton | Mar 18, 2024 1:00:00 PM

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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