Death pension doubt from TR 2013/5

by

Ed.

From smsmagazine.com.au: An update to Taxation Ruling 2013/5 has caused uncertainty regarding the treatment of death benefit pensions if the minimum payment requirement is not met.

Craig Day from Colonial First State highlighted the confusion at the SMSF Association National Conference 2025, as the ATO’s previous guidance on managing this situation no longer seems applicable.

The SMSF Association is seeking clarification from the ATO to confirm whether starting a new income stream remains a valid option under these circumstances.

Filed under: Superannuation

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