Pensions & Pension Strategies - June 2023 (3 Hours of CPD)

Pensions inside super have become a lot more complicated since 2017. It used to be very simple. All your money was in a pension but now can't all be in a pension. There are transfer balance accounts, T-bar reporting, etc. 

We will cover all the rules around pensions, when you have to report, what the impacts are on your transfer balance account, etc. Eg, what is the impact on a child's transfer balance account when a parent leaves them a death benefit pension?

Here's what we'll cover:

• Imposed increase of the Transfer Balance Cap to $1.7million & how this will affect your clients, especially those currently in Pension Phase.
• All the different types of pensions
• When a pension starts and ceases
• What to do if you fail to meet the minimum pension payment
• Taxation of pension accounts after death
• Transfer Balance Accounts and TBar reporting
• Children’s pensions – taxation, Transfer balance issues, reporting
• Pension Strategies
• And much more...

What's Included?

• 90 Days of Recording Access (Unlimited Views)
• Instant access to part 1 & 2 of the Masterclass (3 hours of CPD)
• Slides for both sessions 
• Presented by Peter Johnson