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Franking Credit Question, page-18

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boomeronrations

6,497 Posts.

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08/04/19

16:46

Post #: 38046401
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Originally posted by kkw: ↑

if you were in pension mode on 28th Mar 2018, and you were receiving part pension, then you don't have a problem. That applies even if your investment comes good afterwards and you went off pension. However, if you didn't rec part pension (at least one out of a couple) then you are in a spot.

KKW

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Hi KKW,
Unfortunately, as far as I know, there is no guidance if a person's smsf loses their pre-28th exemption from the policy or not, from changes in the pension status you have outlined.
Love to see it if you have anything written.
cheers
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