ECPI and Pension Strategies

Description

Pension strategies have now changed because of the new way of determining the exempt current pension income of an SMSF. The amount of the balance taken as a pension, as a commutation or as a lump sum from accumulation phase assets will have a bearing on the when and where of the drawdown.

The requirement to for an actuarial certificate now depends on new requirements which depend on member’s total superannuation balances and whether the fund is required to use the proportional basis.

You will learn about the complex issues involved with the new as well as the requirements for an actuarial certificate.

Webinar Learning Outcomes:
Understand the changes to pension strategies and exempt current pension income since 1 July 2017.
Whether it is better to draw amounts from pension or accumulation accounts.
Know how to drawdown or commute pensions to the client’s advantage.
Find out when you do and don’t need an actuarial certificate for the SMSF.

Suited to:
• Accountants, financial planners, auditors, fund administrators
• Small to medium sized firms
• Intermediate to Advanced

Presenters Bios:
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

Greater tax exempt income for SMSFs – know the benefits.

  • Webinar Recording
    • PD hours: 1
    Stream this recording multiple times at your convenience.
    • $180.00 incl. GST

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One-Connection-One-Fee

Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.

Recordings

Like the topic but can’t make the time? Register for the Live Session and you’ll receive the Recording regardless! You can watch it as many times as you like for up to 6 months. You will also receive Supporting Documentation.