Episode 48 - Timing of pensions for the transfer balance cap

In this edition of the feeling smarter weekly video, Aaron Dunn and Tim Miller explore one of the topics raised from the SMSF pension masterclass that had a lot of questions and discussion - the timing of starting and managing pension for transfer balance cap purposes.
In this video, they highlight the way in which the ATO looks at the timing of transfer balance cap reporting and situations where members might start pensions up to their transfer balance cap, or alternatively exceed the cap and then commute back part of one or more income stream.