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Individual Podcasts

From Set Up to Shut Down: The Compliance Lifecycle of an SMSF Pension

This episode provides an end-to-end look at the compliance cycle of an SMSF pension - from commencement and documentation to maintenance and cessation. The program unpacks conditions of release, TBAR and Transfer Balance Cap implications, minimum pension requirements, and the seri

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About the Podcast

This episode provides an end-to-end look at the compliance cycle of an SMSF pension - from commencement and documentation to maintenance and cessation. The program unpacks conditions of release, TBAR and Transfer Balance Cap implications, minimum pension requirements, and the serious tax and ECPI consequences of failure. It also explores TTR strategies at age 65 and the treatment of reversionary and death benefit pensions.

Presented By

Peter Crump
Senior Consultant, Private Wealth, BDO Adelaide, SA

There are few practitioners still standing who can claim to have been present and practicing at the dawn of time when superannuation was recast in its current form; Peter Crump is one of those.

Peter has been providing expert advice and evidence on superannuation in Family Law for well over 30 years, prior to the 2001 version of the Family Law (Superannuation) Regulations. He worked with the Family Law section of the Law Council of Australia on its recent submission on the draft Family Law (Superannuation) Regulations 2024.

An “influencer” before it became trendy, Peter has been influencing or advising SMSFs in some form or other for 30 years throughout the whole existence of the SIS legislation; some might regard him as a living super fossil.

In the modern time, Peter is a Senior Consultant in Private Wealth at BDO Adelaide and provides financial advice and support to his personal and SMSF clients.

Among his professional accreditations he is a Fellow Member (SMSF Specialist Adviser) of the SMSF Association and a Chartered Tax Adviser.

Peter served as a non-executive director of the SMSF Association from to 2010 to 2018, including as Chairman from 2012 to 2014.

Innumerable presentations have been given to professional conferences over the years on SMSF related issues and Peter is keen on guiding and mentoring new speakers and presenters.

CPD Information

26 minutes 

0.45 CPD hours/units/points

WA Lawyers – TEN is unable to verify that you have earned CPD for this product as we cannot verify that you have listened to the podcast which is a requirement of the LPBWA.  TEN is an accredited provider.

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