Copyright 2017 -  The SMSF Academy Pty Ltd

Free Webinar

Taking more than the minimum pension?

Understanding the issues and strategies where your SMSF clients take more than the minimum pension from 1 July 2017

About The Webinar

The introduction of the transfer balance cap from 1 July 2017 has resulted in key changes to the way in which a SMSF member may look to take benefits from their superannuation income streams.  

In this upcoming webinar, Aaron Dunn from The SMSF Academy, along with Kath Bowler from Licensing for Accountants will explore the key issues and requirements in structuring above minimum pension payments.

What You'll Learn

How to structure benefits for a member where they take more than the minimum
 
The potential advice implications in discussing the structuring of pension payment and how to stay on the right side of your line.  

What documentation needs to be put in place to ensure that certain benefit payments achieve their intended outcome.

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Aaron Dunn, CEO & Co-Founder

The SMSF Academy

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Register for the Webinar
Date: Tuesday, 31 October 2017
Time: 12pm, AEDST | 9am AWST
Duration: 1 Hour
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Even if you can’t make it, sign up anyway!
We’ll tell you how you can access the recording.

 

What People Have Said About Previous Webinars

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

Glenn Delaney, Australian SMSF Solutions

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

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

Daniel Uden, Bush & Campbell

Kath Bowler, CEO & Founder

Licensing for Accountants (L4A)

              View LinkedIn profile

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