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  • SMSF – transition to retirement income streams

    Issues an SMSF trustee needs to consider when commencing, running or stopping a transition to retirement income stream.

    This document provides information about issues you, as a trustee of a self-managed super fund (SMSF), need to consider when:

    • commencing a transition to retirement income stream (TRIS)
    • running a TRIS
    • ceasing a TRIS

    This information applies to taxed, complying super funds that commence a TRIS in the form of a pension (but not an annuity).

    In this document, references to SMSFs include former SMSFs unless otherwise indicated.

      Last modified: 22 Mar 2019QC 42388