4.9.4 Self Managed Superannuation Funds (SMSFs) & Small APRA Funds (SAFs)

Introduction

This section contains information on the treatment of income streams paid from SMSFs and SAFs for social security purposes.

In this section

This section contains the following topics:

4.9.4.10 Background to Income Streams Paid from SMSFs or SAFs

4.9.4.20 General Provisions for Assessing Income Streams Paid from SMSFs or SAFs

4.9.4.30 Documentation Required for Assessment of Lifetime or Life Expectancy ATE Income Streams Paid from SMSFs or SAFs

4.9.4.40 Actuarial Valuation Certificate for Lifetime or Life Expectancy ATE Income Streams Paid from SMSFs or SAFs

4.9.4.50 Deprivation Assessment for Lifetime or Life Expectancy ATE Income Streams Paid from SMSFs or SAFs

4.9.4.60 Assessment of Non-Performing Income Streams Paid from SMSFs or SAFs

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Last reviewed: 13 May 2013