Pensions Masterclass

Summary & Topics

Since superannuation is ultimately all about providing income in retirement, understanding pensions is perhaps one of the most important areas of knowledge for SMSF professionals.

In our
Pensions Masterclass we work through the full life cycle of SMSF pensions:

  • Advance planning – what to think about before pensions start
  • Starting the pension – considerations, rules and practicalities
  • New issues presented by the 1 July 2017 superannuation reforms – transfer balance caps, the importance of retirement phase
  • Once the pension starts – what needs to be done, how to deal with changes in circumstances or unplanned events (such as failing to meet the minimum payment requirements)
  • At the end – how do pensions end and what happens then?

Importantly we focus on both the theory (as set out in the relevant legislation) and its practical application.  Our SMSF experts explain how key strategies work and when they are effective as well as how to implement them in practice.

Heffron's SMSF Masterclasses are a unique opportunity to delve into the details of a particular SMSF topic or strategy with some of Australia's leading SMSF experts. 

Spend half a day with us and a small group of fellow SMSF practitioners (numbers are strictly limited to 30 participants) working through case studies that capture the issues we have discovered in our work supporting accountants, financial advisers and trustees.  The intimate workshop style is a unique feature of our Masterclasses, as is our focus on practical solutions you can use immediately in your practice.

As a small business of busy practitioners, we understand the importance of value for money in SMSF training. Our sessions are always designed to maximise the value of your time out of the office – we receive consistent feedback that the material is well researched and presented by experts in SMSF.

Our Masterclasses are not exclusively for experts but we do assume participants have a solid level of SMSF knowledge to build on.  We’ll tackle the complex issues as well as filling in any gaps in the basics.  They would generally be inappropriate for anyone brand new to SMSFs but our presenters’ practical and approachable style means the sessions are invaluable for a wide range of practitioners.  


All Pensions Masterclasses will run from 9.00am-12.30pm local time. 

26 November 2018 - Toowoomba
27 November 2018 - Sydney
28 November 2018 - Melbourne
29 November 2018 - Parramatta
30 November 2018 - Newcastle

Why not make a Day of it?

Our Death Benefits Masterclass will run in each of these locations from 1.30pm-5.00pm on the same day.

Click here to be taken to the event website for the Death Benefits Masterclass for further information and to register for that event.  Note: it is a repeat of Death Benefits Masterclass we held in March 2018 so if you attended that event, you do not need to attend again.