Trustees selling an asset segregated to a retirement income stream should document that strategy in advance to avoid ATO scrutiny over any capital gains.

SMSF members will be able to better predict their future pension balances via a new series of apps under development by a retirement-focused fintech firm.

SMSFs should be considering their total superannuation holdings when calculating exempt current pension income to avoid using the wrong method.

SMSF documentation cannot be drafted on the spot in an effort to allow pension overpayments to be treated as commutations, a technical expert has said.

Trustees who have been paid more than the new minimum pension amount need to check the timing of payments before seeking to use the excess as a commutation.

COVID-19 could help resolve the transfer balance cap problem faced by SMSFs looking to restructure their old legacy pensions, an SMSF technical expert says.

Term and lifetime annuities will not be affected by the change in minimum pension payments.