SMSF Pension Strategies
Issues covered include: SMSF Pension Strategies, Retirement Income Streams, TBAR and TSB, Account Based Pensions, ECPI
Description
It’s a one-stop-shop on everything you need to know about SMSF Pension Planning Strategies: Pension documentation, TBAR and TSB, Account Based Pensions and segregated pension assets. Spend a lunchtime updating yourself to ensure you can give cutting edge advice.
SMSF Pension Strategies
- Transition to Retirement Income Streams – do they still have merit?
- TBAR and TSB: how does this affect planning opportunities
- Account Based Pensions
- Segregated pension assets and ECPI
Presented by Tracey Norris, Director – Superannuation Services, Pitcher Partners
This webinar will be streamed at AEDT
Presenters
Tracey Norris commenced in public practice over 20 years ago and initially advised small and medium enterprises on taxation and superannuation affairs. This variety of experience allows her to understand the bigger picture when advising clients on superannuation issues and providing commercial outcomes. Having worked with various industries supplying general taxation advice and now specialising in superannuation allows her to provide good strategic outcomes to compliment other advisors. Tracey's demonstrated knowledge and experience in the application of superannuation and taxation laws includes; SMSF compliance and audits; advising on restructure of assets to and from superannuation funds, whether the result of life events or business sales and acquisitions; assisting clients with effective retirement planning strategies; maximising investment opportunities using superannuation structures; writing expert reports for legal counsel in court hearings; sitting on the compliance committee of a retail fund; and consulting on and performing audits for Medium / Large APRA funds. Professional Qualifications and Memberships: Bachelor of Commerce (JCU); Advanced Diploma of Financial Services (Superannuation); Fellow of the Institute of Chartered Accountants in Australia and New Zealand (CAANZ); CA SMSF Specialist.
Accreditation
Attend and Earn 1 CPD Hour
All our conferences are able to count towards your CPD hours in accordance with the regulations of any other industry association including CA ANZ, CPA and more. Click here to view your organisations' rules.