Pensions
SMSF pensions with Laterpath
When trustees meet preservation and eligibility requirements, an SMSF can pay a pension income stream. Laterpath provides administration support for pension setup and annual pension compliance where offered on the platform — it does not advise whether commencing a pension is right for you.
Administration focus
Platform offerings can include simple account-based pension and transition to retirement income stream (TRIS) documentation and annual pension compliance components at no additional administration fee where that is part of the published schedule. Some items (for example actuarial certificates in certain cases) may involve separate specialist costs.
Seek personal advice
Commencing a pension has tax, cashflow and estate implications. Obtain independent financial and taxation advice before you decide. Laterpath’s role is administrative process, not personal product advice.