Creating a pension strategy playbook – workshop

This interactive pension workshop will take attendees through all the key considerations of establishing and maintaining a pension within an SMSF.

Aligning pensions with conditions of release, Tim will use a number of case studies throughout the workshop to highlight the key issues.

First up Tim will take attendees through the pros and cons of a transition to retirement income stream and how these “accumulation” based pensions are an ideal entry into separating pension interests for estate planning purposes. The session will then delve into the transition from transition and identify the key issues of commencing account based pensions versus maintain a transition to retirement pension in the retirement phase.  It is at this point that the transfer balance cap becomes an issue, so the session will contemplate all things transfer balance cap.

To commute, pay additional pensions or draw from accumulation?  What are the trustee considerations when drawing excess benefits from a fund.  No two members are the same.

How to deal with the age old question of reversionary versus non-reversionary and then go from the age old question to the old age pension question! Understanding the Centrelink implications for an SMSFs is critical, this will provide an opportunity to review the legacy pension issues currently at the forefront of Federal Budget announcements but also the legacy of pre 2015 account-based pensions.

Having a well rounded appreciation of all things pension is vital in managing SMSFs.  Come prepared with all your questions to throw at Tim throughout the workshop.

SuperGuardian would like you to join us for networking drinks immediately following the workshop.

Disclaimer: By registering, you consent to receiving communications regarding SuperGuardian’s services, including education, newsletter and general marketing communications.

Presenter: Tim Miller

Cost: $230

Buy one get one free

To bring an associate along we are inviting you to buy one and get one free. Please enter the promo code: twoforone

ADELAIDE

Location: Mayfair Hotel

Date: 1 September 2021

Time: 1:30pm – 5:00pm

SYDNEY

Location: Four Seasons Hotel

Date: 15 September 2021

Time: 1:30pm – 5:00pm

MELBOURNE

Location: Grand Hyatt Hotel

Date: 8 September 2021

Time: 1:30pm – 5:00pm

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Accredited CPD Education

SuperGuardian’s education activities are assessed against the SMSF Association’s professional education standards. Being recognised as an SMSF Association Accredited Educator enables us to work closely with the Association in lifting the standards of professional SMSF advice and services through quality SMSF education.

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Tim Miller

Education Manager

Tim Miller is one of Australia’s leading SMSF educators and presenters with over 23 years’ experience in the Superannuation industry.  His experience has been gained through providing legislative and compliance support to thousands of Trustees, Accountants and Financial Planners since joining the SMSF sector in 1999.  In addition to servicing the needs of SMSF clients, his practical and personable approach to compliance has made him a much sought after presenter.

Tim regularly presents at the major SMSF conferences and events, contributes to various trade and general publications and is the author of one of the subjects of the SMSF Association Graduate Certificate delivered through the University of Adelaide and Kaplan, which has also been adopted as part of the CA ANZ SMSF specialist program.

Tim is an SMSF Association Specialist Adviser.