Legacy SMSF Pensions – What’s the latest updates and how to take advantage of the changes

All SMSFs with ‘legacy pensions’ have a window of opportunity to unwind these inflexible income streams.  Join us to hear the latest updates and clarify your understanding in this technically complex area.

This session will run through the technical details of the Legacy Pension Amnesty, including the options now available to SMSFs that have been running these pensions for many years with very few avenues to change.

These include maintaining the balance in accumulation, withdrawing as a tax-free lumpsum, or commencing a new flexible Account Based Pension, subject to the member’s personal Transfer Balance Cap.

Practical case studies and demonstration of process and documentation will bring this complex superannuation area to life and answer all your questions.

Learning Outcomes:

Attendees will learn:

• Knowledge and practical strategies to implement the government’s Legacy Pension Amnesty for SMSF clients

Suited to:

SMSF administrators, accountants and financial advisers from small to medium practices.

This On Demand recording Includes: 

• Recording of the Live Webinar, which can be viewed multiple times, for as long as required 
• Presenters contact details for follow up questions 
• CPD Quiz
• CPD Certificate 
• CPD Report – Logged automatically 
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation