Accurium SMSF technical manager Melanie Dunn said while working out the accumulation phase value is relatively simple, it can be more difficult to determine the value of retirement phase income streams.
Read the full article at SMSF Adviser.
Legacy pensions causing TSB headaches for SMSFs
Determining a client’s total superannuation balance isn’t always a straightforward process, particularly where legacy pensions are involved, cautions an actuarial certificate provider.
