SMSF Sorted Workpaper - Pensions
SMSF Sorted Workpaper - Pensions
This article will provide details on the functionality of SMSF Sorted's Pensions Workpaper.
A fund must have reimported the Lead Schedule after the SMSF Sorted 2.6 release (22 May 2021) for the Workpapers to be active.
For funds loaded after this date, Workpapers will automatically be available.
The Pensions Workpaper is accessed via the Statement of Financial Position and clicking on any of the WP icons, then clicking Pensions.
The Workpaper imports data from the administration software and indicates whether the drawdowns made are within the minimum/maximums for the relevant year.
The details for the following year are also provided.
Where the drawdowns have not met the minimums, Cloudoffis will display the drawdown amount in red. Figures displayed in green are within limits.
Pensions commenced during the year are indicated by an 'info' icon and hover help with details of the pension commencement date.
Where the drawdowns have not met the minimums, Cloudoffis will display the drawdown amount in red. Figures displayed in green are within limits.
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