Show me the money! Superannuation Withdrawals
Overview
Getting the most out of your superannuation money upon retirement, having your cake and eating it too!
Superannuation is generally one of our largest assets when we approach or are enjoying retirement. It can be confusing with all the rules around retirement benefits from superannuation, there can be so many questions!
- How can I get the most out of my superannuation assets at retirement?
- How much am I allowed to take out?
- Is there a minimum / maximum pension level?
- What changes to my superfund when I retire?
This session will be a deep dive into the taxation and other benefits available to retirees with superannuation balances, as well as the ‘icing on the cake’ for those who are members of an SMSF.
Learning Outcomes:
You will learn:
- The benefits of superannuation / SMSFs in retirement
- What a retired superannuant can and can’t do
- Approaching retirement, how you can plan for your best life
Suited to:
SMSF administrators, accountants and financial advisers from small to medium practices.
This On Demand Includes:
- Recording of the Live Webinar, which can be viewed multiple times
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
- CPD Quiz
- CPD Certificate
Course syllabus
3 lessons
- Video – Show me the money! Superannuation WithdrawalsVideo
- Feedback Survey 2024Survey
- Knowledge QuizTest
Your presenter
Craig StoneSuperConcepts
, General manager – Quality & Technical Services, SuperConcepts
Craig is a well-known figure in the SMSF community with a long-standing reputation as an Adelaide-based SMSF Specialist. He has recently joined SuperConcepts after a distinguished career with 2 large 2nd-tier accounting firms in senior management positions. Craig is highly sought after in SMSF education and training, and is known for making the complex subjects of superannuation to be understood in a simple manner.