Superannuation and SMSFs Update - May 2024 - Pensions - Recorded Webinar

Description

This is the recording of the Superannuation and SMSF live webinar held on the 21 May 2024 providing up-to-date information on topic “Pensions — Current rules, strategies and ideas on taking your money out in retirement”.

Pensions — Current rules, strategies and ideas on taking your money out in retirement

The Pension rules can be complicated, and the consequences of getting things wrong can be severe. In this session we will discuss starting a pension, ensuring it remains compliant, how the Transfer Balance Cap works and will look at death benefit pensions.

This webinar was expertly delivered by TaxBanter Trainers, providing a pragmatic understanding and application of complex superannuation and SMSF issues by integrating industry experience with deep technical knowledge.

This recorded webinar is 1 CPD hour.

You will be able to access the learning materials under “Resources” section.

IMPORTANT: You will have access to the recording and learning materials for a period of 6 months from the date of enrolment. Extensions to this timeframe will not be provided.

Learning objectives

By the end of this session, you will be able to explain:

• Conditions of release – Retirement/Pensions
• Starting a pension
• ECPI making the right choice
• Death benefit pensions
• Pensions with liquidity issues

Audience

This recorded webinar is suitable for public practitioners, financial planners and anyone needing an update on the various topics relating to Superannuation and SMSFs.