Special Tax Topics 2025-2026 - Navigating tax in the retirement phase

Learners should understand key matters around Division 7A debts, including pre-2009 UPEs, recognise when a Binding Death Benefit Nomination requires legal review, and identify important estate planning topics. The session also covers Enduring Power of Attorney and elder abuse considerations.

Learning outcomes

On successful completion of this topic, learners should be able to:

• Outline the issues relating to Division 7A debts as clients age, including pre-2009 UPEs and amounts incurred prior to Division 7A
• Recognise circumstances when a Binding Death Benefit Nomination (BDBN) may require legal review.
• Identify key topics for discussion in estate planning.
• Highlight relevant considerations regarding Enduring Power of Attorney (EPoA) and issues associated with elder abuse.

About This Session

This session forms part of the Special Tax Topics Series. These detailed sessions have been specifically designed for an online platform to ensure training is informative, immersive and engaging. These sessions will:

• Ensure you get the critical knowledge you need while minimising your time out of the office
• Assist you in providing proactive tax and superannuation advice and identifying tax planning opportunities early
• Help you avoid any possible traps and pitfalls
• Give you answers to the questions most relevant to you

Our partnership with Thomson Reuters gives you the most up-to-date information, updated regularly and enhanced by our technical specialists.

Continuing Professional Development Hours

All sessions covered in our Special Tax Topics Series constitute verifiable CPD for CA ANZ and are likely to meet the Tax Practitioners Board's CPD requirements.

FULL SERIES PER SESSION CA ANZ Up to 44 CPD hours Up to 1.5 CPD hours

Tax Practitioners Board Up to 44 CPD hours Up to 1.5 CPD hours

Related Packages Looking for more? Our Essential Tax Updates perfectly complement these special topic sessions.