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Individual Podcasts

Whoops I Took Too Much: Withdrawing Funds from SMSFs

There are certain conditions that need to be met before you can withdraw funds from an SMSF. A recent expansion of these conditions was the Covid-19 early release concession. Regardless, withdrawing too much or any at all without meeting an acceptable condition of release leads t
PRESENTED BY Katie Timms National Director, Super & SMSF Services - RSM Australia Pty Ltd - Perth , Perth

Date/Time

About the Podcast

There are certain conditions that need to be met before you can withdraw funds from an SMSF. A recent expansion of these conditions was the Covid-19 early release concession. Regardless, withdrawing too much or any at all without meeting an acceptable condition of release leads to adverse tax consequences. This podcast explains the conditions of release and what to do if those conditions have been breached.

Featuring: Katie Timms, RSM Australia, Perth

27 minutes / 0.4 CPD hours

Presented By

Katie Timms
National Director, Super & SMSF Services, RSM Australia Pty Ltd - Perth Perth, WA

Katie Timms is a Partner of RSM Australia Partners and a Director of RSM Australia Pty Ltd. 

Katie has been with RSM since 2005 and was appointed Partner in 2015.

She specialises in superannuation and has significant experience in all areas of SMSFs, including administration and compliance, asset acquisition, tax-saving strategies, structural assistance, and estate planning.

A regular day for Katie ranges from helping farmers transfer property out of super to the next generation to advising company directors on how their SMSF interacts with their employee share scheme.

Katie provides advice and assistance to trustees, accountants, and financial advisers. She also heads up the national RSM Superannuation committee.

On the weekends Katie likes to keep her body and mind active. She loves playing competitive roller derby and reading anything she can get her hands on, including her all-time favourite, Harry Potter!

CPD Information

0.45 CPD Hours

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