Tax with Max: Rolling SMSFs into industry funds

We discuss the process for moving an SMSF into an industry fund.

Summary: If individuals are currently receiving both account based pensions and the age pension and this started before January 1 2015, they should think carefully before moving part or all of an SMSF into an industry super fund -the new account based pension will be subject to the revised income test rules. 

Key take out: To roll an SMSF into an industry fund, investments should be sold while the SMSF is still in pension phase. The industry fund will advise what documentation is needed to execute the rollover.

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