Death benefit pensions, getting it right
The myths and requirements when working with death benefit pensions in practice
Managing death benefit pensions in practice
Dispelling the myths
Impact on recipients TBC & TSB
A Live Instructor Led Webinar
There are still a lot of misconceptions when it comes to dealing with death benefits and death benefit pensions.
The Death Benefit Pensions, Getting It Right Webinar explores when someone can receive a death benefit pension, while dispelling some of the myths surrounding when death benefits can be paid in the form of a pension.
A practical and essential session for any adviser or accountant working with SMSF clients.
Register Me
AU $176 per person
Register Team*
AU $473 (up to 10)
Login to register
Dates & Details
Wednesday, 6 November 2024
Time
2:00pm - 3:15pm AEDT
1:30pm SA
1:00pm QLD
12:30pm NT
11:00am WA
SMSF Association accredited for 1.25 CPD Hours.
Login to access discounted team registration.
*Office Registrations. Maximum 10 participants per firm (must have same email domain). The PD points for all attendees will be recognised and links will be provided to all attendees.
What we cover
This practical webinar covers:
What's included?
- 1 x 1.25 hour (est.) webinar
- 3 access to webinar recording
- Webinar materials
- Death benefits must be cashed - how a pension can satisfy this requirement
- When a death benefit pension can be started, and by whom
- The implications to the recipient’s transfer balance account when a death benefit commences
- What trustees need to report and when
- The impact on the recipients transfer balance cap and total super balance.
Our presenter
Anthony Cullen
Anthony has nearly 25 years of experience in the accounting and SMSF industry.
He has previously held senior roles managing the SMSF division of a small accounting practice and providing SMSF technical support within a large SMSF administration business.
Over the years, Anthony’s roles have evolved from the accounting function of SMSFs to keeping on top of the ever changing technical and compliance nature of this specialised area.
Terms & Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Knowledge Shop Pty Ltd's written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Knowledge Shop Pty Ltd may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Knowledge Shop Pty Ltd reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Knowledge Shop Pty Ltd directly, with all requests to be considered on a case by case basis by Knowledge Shop Pty Ltd in its absolute discretion.