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Indexation Deadlines & Tips

Sit down with Brenda Hutchison and Emma Partenza in this quick 4 minute video, as they discuss issues around indexation deadlines, lodgement issues, and some handy tips.

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Beware of minimum pension requirements

The primary tax concession for an SMSF that pays a retirement phase pension is the partial or potentially full exemption from fund income tax (15%) on eligible assessable income. However, this is put at risk where the minimum pension standards are not satisfied. Find out how to help your clients meet this requirement.

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