Event details

May 11, 2021
Log on: 12.15pm
Start: 12.30pm
Finish: 2.00pm
Location Online
Contact T - +61 7 3231 2400 events@cgw.com.au
Cost $165.00

Register now

Making the choice to commence a pension with superannuation in your SMSF can provide substantial tax benefits. But will these benefits always be realised on every occasion and in all circumstances?

During this webinar, we will look at the things to consider before commencing a pension including:

  • eligibility requirements and issues we keep seeing
  • transfer balance account considerations
  • trust deed and pension documentation issues
  • asset segregation and ECPI considerations.

We will also provide strategies and practical examples to demonstrate opportunities to structure these arrangements to achieve the best outcomes for your clients.

The webinar will be recorded, so, if you are unable to attend at the advertised time, we will send you the recording for future viewing.

We hope that you are able to join us.

Webinar – Should my fund go into pension phase


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