Seminars, Webinars & Discussion Groups

SMSFs and pensions - what to be aware of

Name: SMSFs and pensions - what to be aware of
SKU: 12588
Price: 145.2 AUD
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SKU: 12588 · Category: Seminars, Webinars & Discussion Groups

In this webinar, Rohan will discuss what trustees and auditors must consider when it comes to SMSF pensions, including:

Minimum pension requirements and what happens if a pension is underpaid
Recent changes relevant to pensions (including the $3m proposed change)
Term allocated pensions (TAPs / MLISs)
Conditions of release to be able to pay a pension
Transition to retirement income streams and the conversion to retirement phase pensions
Actuarial certificate requirements
What happens to a pension on death

Recorded on 20 June 2023 TPB CPD Hours: 1 hour Legislated CPD Hours: 0.50 hours in regulatory compliance and consumer protection | 0.50 hours in tax (financial) advice Presented by: Rohan Mansfield