Revisiting Transition to Retirement

Join us for this upcoming webinar on Revisiting Transition to Retirement

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How to register for the webinar

Attendees & purchased recording gain access to any supporting materials and Q&A podcast post webinar

About your presenter

Aaron Dunn


Aaron is recognised as an industry leader within the SMSF sector.  He is the author of TheDunnThing blog, CEO & Co-Founder of  The SMSF Academy. 

Aaron is a highly regarded presenter and a regular contributor to topical issues within the SMSF industry.  Aaron is the creator of the Future of SMSF Report, a key industry publication that provides insights into SMSF business models.

What People said about Previous Webinars

Glenn Delaney, Australian SMSF Solutions

My staff and business get great value from our membership to access high quality training through a cost-effective solution.

Daniel Uden, Bush & Campbell

I am very impressed with the webinar training.  The sessions are strategic, and useful in helping me service my own clients.

I appreciate the in-depth, patient and relevant discussions this session facilitated. I'll be back for more! 

What will be covered in the webinar?

This session will take a detailed look at the changes from 1 July 2017 regarding the payment of transition to retirement income streams, including the impact of retirement for transfer balance cap purposes, what happens when a member meets a conditions of release, implications upon the death of a member and more.

What if I register but can't make it?

This session will be issued with CPD points from both the SMSF Association (formerly SPAA) and the FPA.  It will also count towards the continuing professional education hours that must be maintained by members of the major accounting bodies (CPA, CAANZ and IPA).

What are the learning outcomes?

Attendees will gain a strong understanding of the issues and opportunities of paying a transition to retirement income stream from 1 July 2017 under the new superannuation measures.

What happens after I register and pay?

You will receive a confirmation email from The SMSF Academy confirming your registration, along with a tax invoice.  A reminder will be automatically sent 1 week, 1 day and 1 hour prior to the session.  All details about logging in to the webinar are included in this email.



Copyright © 2017


$90 + GST

Thursday, 26 October 2017

at 12pm AEDST

From 1 July 2017, the landscape for paying Transition to Retirement Income Streams has changed. A loss of earnings tax exemption is but one issue that needs to be contemplated moving forward.

In this upcoming webinar, Aaron Dunn revisits the key issues and strategies using Transition to Retirement Income Streams, including where a member meets a condition of release, whether a TRIS converts to an Account Based Pension and implications for reversionary beneficiaries.


Reserve Your Spot Today


$90 + GST


FROM $70 + GST p/mth

Who is the webinar relevant for?

This session is relevant for accountants, financial planners, and other professionals working with self-managed super funds.

How can I pay for the webinar?

You can pay for the live webinar or recording using Visa, Mastercard, American Express or Paypal. 

What level of expertise is this webinar targeted at?

This session is targeted at individuals who are proficient in SMSFs - they have an intermediate to strong knowledge of the superannuation and income tax laws.

If I buy the recording, when do I get access?

Access to the webinar recording will be made available within 24 hours after the webinar has been conducted.  You will be provided with login details to our learning management system (LMS) where you have two (2) weeks access to watch the webinar online.   Access to the presentation slides and any related material is also provided through the LMS.

What if I register for the live webinar, but can't attend or miss it?

If for some reason you are unable to attend the live webinar after having registered, you will automatically enrolled into the LMS to access the recording online.   You will receive a follow up email with these details within 24 hours of the webinar being held.

Frequently Asked Questions (FAQs)

Sharif Eldebs, Assured Super