SMSF & Pensions Webinar

Structuring, starting and working with pensions: What advisers need to consider and the steps to delivering great advice

Recorded Wednesday, 21 October 2020

Individual Recording

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.  

Member Recording 
Individual Recording
Office Recording

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
Member Recording 
Individual Recording
Office Recording

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
Chloe Ward
National Superannuation Technical Manager, Easton Wealth

Register

 

Individuals

$195 Member
$235 Non-member

 

 

Office

$430 Member*
$480 Non-member*

 

*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.

 

How to access the recording

  1. Knowledge Shop members, access your discounted pricing by logging into the Knowledge Shop member website and registering. More on membership.
  2. For Individuals:
    • Register and we will email you your access details to Knowledge Shop's IQ platform (generally within 24 - 48 hours).
    • Your recording and any successive recordings you purchase will display on your personal profile.
  3. For Offices (access for up to 10 individuals from the same firm): 
    • Register and we will contact you to organise login details for your nominated staff members (generally within 24 - 48 hours).
    • You can also nominate a supervisor from your firm who will be able to see who has completed the webinar and where applicable, their quiz scores.
  4. Your recording will be available for 3 months from the date of purchase and can be viewed as many times as the registered person likes within those 3 months. Once watched, your PD hours will be recorded on the personal profile of the participant. 

  

 
Terms & Conditions 
All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are available for webinar recordings once the Knowledge Shop IQ platform has been accessed.  Refunds are only possible if the webinar recording has not been accessed.