Pensions & Pension Strategies - June 2023 (3 Hours of CPD) 1.5 Hours CPD Real-world case studies & ATO

Real-world case studies & ATO guidance to clarify tricky scenarios

Adjustment Periods – Division 129 - Changes In Creditable Purpose

An overview of fringe benefits and FBT exemptions that can be utilised for salary packaging purposes

Key requirements for a valid trust structure at law

Pensions & Pension Strategies - June 2023 (3 Hours of CPD) 1.5 Hours CPD Real-world case studies & ATOPensions inside super have become a lot more complicated since 2017. It used to be very simple. All your money was in a pension but now can't all be in a pension. There are transfer balance accounts, T bar reporting, etc. We will cover all the rules around pensions, when you have to report, what the impacts are on your transfer balance account, etc. Eg, what is the impact on a child's transfer balance account when a parent leaves them a death benefit