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SMSF Pensions & Accessing Benefits

A step-by-step guide to achieving the best tax and compliance outcomes for a SMSF during pension phase

Tuesday 4 June & Tuesday 11 June 2019

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Effectively manage a SMSF's pension phase - tax opportunities & risks

The pension phase of superannuation provides an extremely tax effective opportunity for clients. How we manage a client's SMSF during pension phase can ensure that this tax effectiveness is maintained & maximised.

 

This 2-part webinar outlines the processes to ensure the best possible outcome.

 

Can't attend live?  All registrants receive 3 month recording access.

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What the web series covers

Webinar 1

Tuesday 4 June

 

  • How super reform changed client pensions and what you need to be doing to not only comply with the reform measures but to create the best outcomes for clients
  • TRIS vs TRIS in retirement phase: the differences and the pitfalls
  • How preservation issues often arise without you knowing: the strict cashing order that must be followed for preservation components
  • Can a TRIS become something else?
  • How to meet minimum pension obligations: why it's important not to get this wrong and ensure clients meet their obligations
  • How you can run multiple pensions for clients: the benefits and the admin requirements

Webinar 2

Tuesday 11 June 


  • Ways to maximise exempt current pension incomes: some simple strategies that will go a long way
  • How clients can and should access benefits (pension payments, lump sums or partial commutations): how, why and what to consider
  • What must be done to comply with the ATO’s death benefit payment rules BUT also get the best outcome for your clients
  • Planning ahead is now a must - not just a suggestion! Planning for next year’s pension payments and tips to maximise death benefits effectively
  • Paperwork and admin requirements that you need to know
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Garth McNally

National Training Director, Merit Wealth

Superannuation and SMSFs are Garth’s passion. It’s an area he’s has been intimately involved with for many years – helping industry professionals make sense of an increasingly complex regulatory environment and how they need to apply the rules in the ‘real world’.

 

He works closely with the profession helping them build and develop their knowledge and service offerings to their clients. The combination of his technical knowledge and planning skills means that he often see ways and methods of delivering results and outcomes for clients that add real value to them and the business of their advisers.

 

Garth heads Merit Wealth’s superannuation division, is a specialist consultant to Knowledge Shop, and a specialist member of the SMSF Association.

Garth McNally
Garth McNally
National Training Director, Merit Wealth

Tuesday 4 & Tuesday 11 June 2019

12:00pm - 1:15pm AEST in ACT, NSW, QLD, TAS & VIC
11:30am SA & NT | 10:00am WA

 

Members

2 webinar series
  • $350 Individual access
  • $645 Office access*
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Non-Members

2 webinar series
  • $420 Individual access
  • $695 Office access*
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Terms & conditionsAll registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are provided for cancellations received 1 day prior to the webinar. No credits are available less than 2 hours prior to the event under any circumstances.

 

*The office rate applies per office location (maximum 10 participants per office location). The PD points for all attendees will be recognised - multiple links at same location if required. We will contact you for the names of your team once you have registered as an office.

Requirements

You will need a computer with audio!!

 

  • Audio Your computer needs speakers or a headset to hear the audio (do a quick check these work). If you are having problems, you can dial in on the phone number provided on the reminders and confirmation but please note your carrier will charge you at long distance rates.
  • Software Join the webinar 15 minutes prior to check that your computer systems allow you to download the GoToMeeting software. Or check your connection days before the webinar by going here.
  • Webinar URL To join the webinar, you need to click this link. It was sent to you when you registered and will also be on the reminders - check your spam if you have not received and please contact us ASAP if you have lost.
  • Changing computers If you need to change computers during the webinar, make sure you log off the webinar on the first computer before logging onto the second computer.
  • PC requirements PC users (Windows® 8, 7, Vista, XP or 2003 Server) ; Mac users (Mac OS® X 10.6 or newer); Mobile users (iPhone®, iPad®, Android™ phone or Android tablet).