SMSFs & Pensions Webinar

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

Starting pensions and the Transfer Balance Account
Tax on pension structures - members and on death
Dealing with 6 member funds and the proposed legacy pension changes

A Live Instructor Led Webinar

Starting and managing pensions for members can be complex.

The SMSFs & Pensions webinar will take you through the fundamentals of starting a pension, strategies and timing considerations as well as how the legislation changes over the last few years have impacted advice in this space.

We also look at different types of pensions, when they are appropriate, and how the structure of these accounts can impact estate planning. Our goal is to arm you with the relevant information to ensure that pension accounts are maximised in line with your client’s overall goals.

Knowledge Shop members, login for the discounted rate.

Total 1.25 CPD Hours (est.)

Dates & Details

Wednesday, 24 August 2022

12:00pm - 1:15pm AEST 
11:30am SA & NT
10:00am WA

FPA accreditation pending

Terms & conditions: All 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.

*Office Registrations. Maximum 20 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

The SMSFs & Pensions webinar will take you through:

What's included?

  • 1 x 1.25 hour (est.) webinar
  • 3 month access to Q&A embedded webinar recording
  • Reference notes
  • Conditions of Release and Preservation age issues
  • Meeting the minimum pension standards and implications if you don’t
  • Transfer Balance Account considerations before starting a pension
  • Types of pensions that can be held within an SMSF and how legacy pensions are to be treated with the new budget proposal
  • Tax implications for pension payments depending on ages and structure
  • Tax considerations and payment standards on pension accounts upon a member passing
  • Considerations for larger 6 member funds and the impact on members starting a pension

Our presenter

National Superannuation Technical Manager

Chloe Ward

Chloe WardChloe 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.