Transition To Retirement Pensions – The 2025 Boom and the Traps Within

The FY2025 tax changes may lead to a TTR establishment BOOM. Are you aware of the significant RISKS & BENEFITS for your clients?

Many of your clients would already be looking at better ways to manage their overall tax position post the upcoming 1 July 2025 superannuation tax changes. This includes the use of transition to retirement pensions 

This session takes you through the strategies being considered and used, including the benefits and RISKS for your clients. 

We will show you how to:

• Identify clients that are at risk due to the upcoming changes
• Understand how transition to retirement pensions can be used by many of your clients in the management of this risk
• Identify and understand the SPECIFIC RISKS associated with transition to retirement pensions
• Implement appropriate strategies to get the best outcomes for your clients and manage these risks.

Learning Outcomes:

Attendees of this session will walk away with:

• An understanding of how TTR pensions can be used effectively to manage the upcoming tax changes.
• An understanding of how to manage the specific risks for TTR recipients; and
• Relevant strategies to deal with client specific situations.

Suited to:

All SMSF Accountants and SMSF Advisors

You will also be provided with: 

• Access to On Demand recording, which can be viewed multiple times
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation
• CPD Certificate