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Foundations of SMSF 2018: Superannuation Investment Rules


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.

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


EVENT DETAILS


Topic: Financial Advisory and Superannuation

Sub-Topic: Self-Managed Superannuation Funds

Format: Recorded Webinar

Proficiency Level: Foundation

CPD: 1.5 hours