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

You will also be provided with: 

• The PowerPoint Presentation Slide deck
• A Searchable Transcript
• Any Supporting Documentation