If there’s one thing that’s confusing about the new superannuation rules which commenced from 1 July 2017, it’s transition to retirement income streams. Now that the income earned on TRIS assets can be taxed or tax free depends on whether it is in retirement phase or it’s not. Then there’s the way in which TRIS death benefits are treated if the beneficiary receives a reversionary pension. This session will straighten out all the twists and turns in how TRIS pensions work.
Webinar Learning Outcomes:
• Recognise when a TRIS is not in retirement phase or is in retirement phase
• Understand the events which result in TBA reporting
Suited for any professional servicing SMSFs including advisers, accountants, auditors and practice support staff. This session is aimed at an intermediate to advanced level.
Graeme Colley, Executive Manager, SMSF Technical and Private Wealth for SuperConcepts. Graeme is a well-known figure in the SMSF community with a long-standing reputation as an accomplished SMSF educator, technical expert and advocate for the sector. Graeme has held senior roles in the Australian Tax Office and as an Assistant Commissioner of the Insurance and Superannuation Commission. Most recently, Graeme was Director, Technical and Professional Standards at the SMSF Association.
Your webinar purchase includes:
• PowerPoint presentation
• Supporting documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter
Conditions of release and TBC reporting.