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Foundations of SMSF 2018: Accessing Super


This product is currently on sale: Use promo code NY25 at checkout to receive 25% off. Hurry, offer expires 11:59pm, Thursday 31 Jan 2019.Whether you’re starting your career in superannuation or an experienced professional looking for a refresher, this session will look at several areas in superannuation that are crucial for any solid foundation

Content Description

Navigating our superannuation system can be complex. As such, it's important to know and understand the rules so that you can be equipped to find the opportunities and develop the right solutions for your clients.


Whether you're starting your career in superannuation or an experienced professional looking for a refresher, this session will look at several areas in superannuation that are crucial for any solid foundation.


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 clients retirement. Specifically, this session will cover:

  • 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.

Benefits


This session will provide a solid foundation for any young professional and a great refresher for those more experienced in superannuation.

Ken Mansell Senior Tax & Superannuation Trainer, Chartered Accountants Australia and New Zealand Ken Mansell has worked on tax policy development on the Henry Review, in the office of the Assistant Treasurer and in the Revenue Group of the Treasury, worked in the Tax Division for both KPMG and Deloitte and has been the Taxation Manager for the Seven Network and Raytheon Australia.


Bruce Thomas is currently a Senior Tax Trainer with the Institute of Chartered Accountants Australia, with over 25 years experience in tax.

He has written and presented training on a wide variety of tax topics for in-house clients and for public sessions conducted by the Institute.

Previously a tax manager with William Buck Chartered Accountants in Sydney, he provided advice to clients on the application of the Fringe Benefits Tax, GST and other taxes.


James McPhedran is a Senior Tax & Superannuation Trainer with Chartered Accountants Australia New Zealand. James has 14 years experience in tax and superannuation with 8 years experience in the Self Managed Superannuation Fund industry. Prior to his role at Chartered Accountants ANZ, James worked in a tax and superannuation advisory role with Hayes Knight in Sydney.

James' extensive experience b(more...)

EVENT DETAILS


Topic: Financial Advisory and Superannuation

Sub-Topic: Self-Managed Superannuation Funds

Format: Recorded Webinar

Proficiency Level: Foundation

CPD: 1.5 hours