Accessing super – SIS provisions, Pensions and lump sums
Moving from accumulation to pension phase is an important process. As such, having a thorough understanding of how the SIS provisions govern pension and lump sum activities is vital leading up to and during your client’s retirement.
Whether you’re starting your career in superannuation or an experienced professional looking for a refresher, this series will look at several areas in superannuation that are crucial for any solid foundation. Specifically, the session will examine:
- The types of pensions available
- The taxation treatment of pensions
- Starting pension income streams
- Draw down requirements
- Pension administrative matters
- The tax treatment of lump sums
- How to pay a lump sum
- Low rate cap considerations.
This series will provide a solid foundation for any young professional and a great refresher for those more experienced in superannuation.
Topic: Financial Advisory and Superannuation
Format: Recorded Webinar
Proficiency Level: Foundation
CPD: Upto 1 hours