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30 June checklist for SMSFs – planning around the unknown

22 June 2021

Time: 12:30 PM – 1:30 PM AEST

All dates are unique but this 30 June 2021 is unique for so many reasons beyond the calendar reference!  This 30 June represents a transition from the known to the unknown, or more appropriately the uncertain.  This uncertainty is largely based on a number of Federal Budget announcements that make 2021/22 a potential holding pattern for SMSFs but also because we had great expectations for 2021 that were never completely delivered upon.

Creating a pension strategy playbook – workshop

1 September 2021 (Adelaide),15 September 2021 (Sydney),8 September 2021 (Melbourne)

Time: 1:30 PM – 5:00 PM

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.

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