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.

If you missed it last time, join us at our 
Pensions Masterclass where we'll 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.  

Details

NOTE 
This is a repeat of our Pensions Masterclass held in November 2018.  If you attended the class in November, you do not need to attend this event.

TIME
All Pensions Masterclasses will run from 1.30pm-5.00pm local time. 

DATES & LOCATIONS
11 March 2019 - Newcastle
12 March 2019 - Perth
14 March 2019 - Sydney
18 March 2019 - Toowoomba
20 March 2019 - Brisbane
21 March 2019 - Melbourne
21 March 2019 - Parramatta

Why not make a Day of it?
Our Handling the Unexpected Masterclass will run in each of these locations from 9am-12.30pm on the same day.

Click here to be taken to the event website for the Handling the Unexpected Masterclass for further information and to register for that Masterclass. 

Top