Tax with Max: Moving into your ex-rental property

A valuation is always required when moving out of a current home and into a former investment property, and is best done as close as possible to the time of the move.

Key take-out: Superannuation assets are included under Centrelink pension assessments once individuals start receiving a pension from the fund, and independent advice should be sought to ensure couples make the most of a joint SMSF when one begins to take a pension while the other partner is still below the pension age.

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