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Tue, 06 Oct

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Webinar

SMSF PENSIONS – PRACTICAL TIPS, TRAPS AND STRATEGIES

Jemma Sanderson | Director | Cooper Partners Financial Services

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Time & Location

06 Oct 2020, 2:00 pm – 3:00 pm AEDT

Webinar

About the Event

  • The Transfer Balance Cap is now enshrined in our businesses and requires substantial consideration for our clients as part of their retirement planning, estate planning and meeting their living needs.
  • Jemma will discuss the pros and cons of transition to retirement and the information and reporting required when a member in transition to retirement attains age 65;
  • This session will consider in detail whether your clients’ pensions should be reversionary or not and the strategies for clients taking out more than their minimum pension.

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