Pensions – How to Implement the latest ATO SMSF Rules

Join our session to learn how an SMSF paying an Account Based Pension can maximize tax benefits for retirees, stay compliant with the latest ATO rules, and provide peace of mind for your clients by keeping their funds on the right side of regulations

For a lot of retirees, superannuation is likely to be one of their largest assets, along with their family home.  It therefore makes sense to maximise the significant tax benefits that can be available for older clients.

This session will review in detail the latest ATO’s rules that relate to commencing and maintaining an SMSF pension, as well as what you need to consider if you don’t comply with the relevant legislation and guidelines.

The ATO recently re-issued a 2013 ruling that clarifies what needs to be considered, including a few case studies.

Learning Outcomes:

You will learn:

• The benefits of maintaining an SMSF pension strategy
• What action needs to be taken by an SMSF trustee in the event of a breach of the rules

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