Description
With significant changes on the horizon, staying ahead in pension planning is more important than ever. This session will equip you with the latest updates and strategies to help your clients navigate the evolving superannuation pension landscape.
From the indexation of the general transfer balance cap (TBC) on 1 July 2025 to the ATO’s revised ruling on pension commencement and cessation, we’ll break down the key implications and uncover valuable planning opportunities.
Join us for a practical deep dive into:
- TBC indexation – key opportunities and common traps to avoid
- Transition to retirement pensions – why they’re still relevant and how to maximise their benefits
- Pension structuring strategies – the power of multiple pension interests and drawdown options
- Death benefit pensions – understanding reversionary vs. non-reversionary options
- ATO’s revised pension ruling – implications for SMSF trustees who fail to meet the pension standards within a financial year
- Legacy pensions and reserves – recent changes and action steps for clients
Walk away with actionable insights to optimise pension strategies and ensure compliance in 2025 and beyond.
TPB CPD hours: 1 hour
Legislated CPD areas and hours: Technical Competence (0.50 hours) and Tax (Financial) Advice (0.50 hours)
ASIC knowledge areas and hours: Taxation (0.50 hours) and Superannuation/SMSF (0.50 hours)
PRESENTED BY
NATASHA PANAGIS
Head of Superannuation & Financial Services at Institute of Financial Professionals Australia
Natasha Panagis is a highly experienced wealth management specialist with deep expertise across a broad spectrum of financial services area, including superannuation, self-managed superannuation funds (SMSFs), retirement planning, taxation, estate planning, insurance, social security, and aged care. With over 20 years in the industry, Natasha has developed a reputation as a trusted adviser and thought leader, delivering strategic insights and practical guidance to financial professionals and their clients.
Her ability to distil and communicate complex financial concepts in a clear, concise, and accessible manner has made her a sought-after commentator in the media. She has been regularly quoted in leading financial publications and frequently presents at industry conferences, professional development programs, and training workshops, where she shares her knowledge with financial planners, accountants, and legal professionals.
Natasha plays an instrumental role in shaping Australia’s financial services industry through her work in policy development and advocacy. She actively engages with Government bodies, regulators, and key industry stakeholders to influence policy settings, legislative changes, and regulatory reforms. Her contributions help ensure that the evolving financial landscape remains conducive to professional practitioners while safeguarding consumer interests.
In addition to her policy and advocacy work, Natasha is a passionate educator, regularly contributing technical articles and thought leadership pieces aimed at enhancing the knowledge and capability of financial professionals. Her dedication to professional excellence and commitment to improving financial literacy make her a valued contributor to the industry.
