SMSFs and pensions – what to be aware of

$132.00 Excl. GST

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Description

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

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