Maximising and Sustaining Pension Accounts.


Getting pensions right or miss out on good strategies.

The introduction of the $1.6 million transfer balance cap and understanding pension account strategies has become much more interesting. This session will show you strategies that ensure the fund's tax-exempt income is maximised and examine the less understood aspects of all types of superannuation pensions.

Webinar Learning Outcomes:

  • Understand the operation of the Transfer Balance Cap
  • Recognise when it is worthwhile to commute a pension
  • Learn about strategies which maximise use of the cap
  • Recognise when a fund can get into trouble and face tax penalties for excesses

Suited to:

  • Accountants, financial planners, tax agents, SMSF administrators
  • Small to medium organisations
  • Beginner to Experienced

Presenter Bio:
Philip La Greca is an accomplished SMSF technical expert and is a sought-after media commentator on SMSF technical issues. He has nearly 40 years' experience working in specialist administration, technical and compliance roles with a variety of organisations, including AM Corporation and William Mercer.

You will be provided with:

  • PowerPoint presentation slide deck
  • Supporting documentation
  • Webinar Recording to view multiple times for up to 6 months
  • An opportunity to ask questions to the presenter

  • Webinar Recording
    • PD hours: 1
    Stream this recording multiple times at your convenience.
    • $185.00 incl. GST

Coming Soon

All Coming Soon >>


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.


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.