Comparison of key features of new law and current law
SMSFs and small APRA funds will not be able to use the segregated method to determine their earnings tax exemption for an income year if:
Opportunities/Planning in Simple Fund 360
- SMSFs which currently have a Transition To Retirement pension can be easily identified using the Analytical Insights screen.
- Members' ages can be obtained on-screen or by downloading a list of filtered funds to Excel.
Changes to Simple Fund 360
Changes to Simple Fund 360 for the above will be implemented during the first half of 2017 ready for 01 July 2017.