Structuring, starting and working with pensions: What advisers need to consider and the steps to delivering great advice
Recorded Wednesday, 21 October 2020
FPA accreditation: 22910 Total CPD hours: 1.25
0.75 Regulatory compliance & consumer protection
0.50 Technical competence
The implications and outcomes of different pension types The practical advice considerations to achieve client goals The steps to starting and maintaining a pension
Working with pensions from selecting the right pension type, and the requirements to effectively and accurately start and maintain a pension.
The SMSF & Pensions Webinar is an essential, core training session for any adviser working with SMSFs.
There has been a raft of legislative and regulatory change over the last few years impacting on pensions, pension compliance, and the way advice on pensions is delivered. We’ll take you through the fundamentals; bringing you up to speed with the latest changes, identifying what pensions work best for different client types, and managing the tax implications.
What we cover
The SMSF & Pensions Webinar will help arm you with the information you need to maximise client outcomes, while efficiently managing compliance and administration requirements:
The types of pensions that can be held within an SMSF and the different client outcomes they provide
How to start a pension – the timing and compliance requirements
Conditions of Release and preservation age problem areas – low cap withdrawals, untaxed fund elements, cashing order rules, pension documentation issues, illegal early access to name a few
Getting pension calculations right
The tax implications of pension payments and the impact of age and structure
The tax considerations on the pension accounts upon death
The debate over reversionary vs non-reversionary pensions and when to use
Our Presenter
Chloe Ward National Superannuation Technical Manager | Easton Wealth
Chloe is a sought after commentator and presenter on superannuation and risk. She has a way of transforming technical considerations into practical and transferable knowledge for professional advisers.
She has over 15 years experience in the wealth and risk sectors, working with accountants and advisers to build their technical skills and refine how they deliver these services to clients.
Chloe is a former Associate Director of an SMSF Administration group before building her knowledge in risk with one of Australia’s leading and largest insurers.
Specialising in superannuation and retirement planning, Chloe is a SMSF Specialist Advisor, holds a Bachelor of Business (Finance), and an Advanced Diploma of Financial Services.
Chloe Ward
National Superannuation Technical Manager, Easton Wealth
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