Description
Retirement, as a condition of release for superannuation, is often misunderstood, leading to confusion and potential compliance issues. We are pleased to present a critical and timely webinar led by Natasha Panagis, where she will clarify the complexities surrounding the retirement condition of release and its implications for accessing superannuation benefits.
About the Webinar
Understanding the nuances of the retirement condition of release is essential for financial advisors and tax professionals. This session will provide a comprehensive overview of the requirements and considerations necessary to ensure that clients can access their superannuation benefits legally and efficiently.
Key topics to be covered include:
- Meeting the retirement condition of release: an in-depth exploration of the two pathways to satisfying the retirement condition of release – ceasing an employment arrangement after age 60 and permanently retiring. Natasha will explain how these definitions differ from the common understanding of retirement and the practical implications for your clients.
- ATO’s view and scrutiny: insight into the Australian Taxation Office’s perspective on declarations of retirement, including recent trends in scrutiny and enforcement. Understanding the ATO’s stance is crucial for ensuring compliance and avoiding penalties.
- Frequently asked questions: Natasha will address common questions practitioners face regarding client scenarios, such as the timing of retirement, implications of returning to work, and strategies for managing superannuation benefits under changing circumstances.
Who Should Attend?
This webinar is vital for financial advisors, tax agents, superannuation specialists, and anyone involved in advising clients on retirement and superannuation matters. Attendees will gain a deeper understanding of the retirement condition of release, enabling them to provide informed and compliant advice to their clients.
$99+GST (members) | $132+GST (non- members)
TPB CPD Hours:1 hour |  Legislated CPD Hours: To be confirmed
Presented by:
Natasha Panagis
Natasha is a highly experienced wealth management specialist, brings her extensive expertise in superannuation, SMSFs, retirement planning, taxation, estate planning, insurance, social security, and aged care to this monthly wrap. Her ability to interpret and disseminate complex information in an understandable and practical manner has made her a sought-after commentator in the media. Actively involved in shaping Australia’s financial services industry, Natasha’s policy and advocacy positions influence government, regulators, and key stakeholders.