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Glossary · Ownership structures

SMSF (pension phase)

Also known as: SMSF pension, retirement phase super

A self-managed superannuation fund where the member has met a condition of release and is drawing a pension. Eligible income and capital gains are taxed at 0%.

The 0% rate is conditional on transfer balance caps, minimum pension drawdown, and SIS Act compliance. Division 296 still applies on the portion of earnings attributable to TSB above $3M. Capital remains locked under preservation rules and access pathways.