Paying a benefit from an SMSF is made all the easier because the trustees of the fund hold the purse strings, but with the ease of payment comes the complexity of release considerations and the risk of illegal early access.
In this webinar, Tim Miller from Smarter SMSF will be taking a deep dive into the various conditions of release as they apply to SMSF members and for decision making purposes SMSF trustees. Amongst the things to be discussed will be conditions of release with a cashing restriction versus those without, who can validate a condition of release and what documentation may be required to justify the decision. Tim will also look at the potential ramifications of illegal early access.
Learning outcomes
At the end of the webinar, participants will have an appreciation for:
Tim Miller is the SMSF Technical and Education Manager at Smarter SMSF and is one of Australia’s leading SMSF educators and presenters with over 25 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, he is a Fellow SMSF Association Specialist and was awarded the CEO Award at the 2023 SMSF Association National Conference for services to the SMSF sector.
AFSL 485643
ABN 57 113 986 968
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