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Episode 81 - Requirements when meeting a condition of release

Автор: Smarter SMSF

Загружено: 2025-09-01

Просмотров: 55

Описание: In this edition of feeling smarter, Aaron Dunn and Tim Miller from Smarter SMSF explore a question from the recent SMSF Annual Compliance Masterclass on the topic of a person meeting a condition of release that will enable access to superannuation benefits.

With the increase of preservation age to age 60, we have seen a simplification of the requirements to meet a condition of release, but note that several nuances still exist that are important to understand, especially where the member may never have worked or has been a significant time period since they had gainful employment on at least a part-time basis.

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Episode 81 - Requirements when meeting a condition of release

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