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.
The SMSF & Pensions Webinar will help arm you with the information you need to maximise client outcomes, while efficiently managing compliance and administration requirements:
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.
*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.