Live Webinar: SMSFs, Aged Care and Retirement Planning


Date:   Thursday 26th July 2018 – Online:
Vic, NSW, Qld, ACT, Tas: 11am to 1pm 
SA & NT:  10:30am to 12:30pm 
WA: 9am to 11am 

An SMSF is a popular way to save for retirement. So far so good. An SMSF offers control, transparency and flexibility. So is there a down side and what should you be doing with aligning your retirement goals and your SMSF? This session unravels the issues:

  • Matching investments to retirement goals and aged care considerations – how much is enough?
  • Tax strategies for retirement benefits:
    • managing multiple accumulation and pension accounts
    • salary sacrifice
    • withdraw and re-contribution
    • transition to retirement pension
    • spouse splitting
    • contribution reserves
  • How the fund is assessed for aged care and age pension purposes
  • Accommodation payments and how they are structured
  • Refundable accommodation deposits & daily accommodation payments – how do these work?
  • Trustee obligation to provide Centrelink schedules
  • Case study
Our presenter

Louise Biti, Director, Aged Care Steps, Sydney

Louise has 20 years’ experience in financial services and is well respected across the industry. She is the co-founder and Director of Aged Care Steps. Her experience and background is in providing technical and strategy support on legislative matters to financial planners, accountants and lawyers. This has involved a focus on the practical implications for clients and the creation of financial planning strategies.

Her career started in a community organisation providing information and education about investments to people applying for government income support. But she has also held roles as the Executive Manager – Adviser Solutions for Suncorp (Asteron) Wealth Management and Head of Research and Technical with ING’s aligned dealer groups.

Natasha Panagis, Technical Manager, AIA, Sydney

Natasha has more than 12 years’ experience of providing technical and strategy support to financial advisers.

During this time, Natasha has trained financial advisers on a broad range of wealth management issues with a focus on the practical implications for their clients. This experience allows advisers to create business opportunities and utilise strategies to enhance their client’s financial wellbeing.

Natasha is well qualified with academic qualifications including a Bachelor of Business (Management), a Bachelor of Business (Applied Finance) and a Advanced Diploma of Financial Services (Financial Planning). She is also a Certified Financial Planner® (CFP) and a SMSF Specialist AdviserTM (SSA).


This webinar is suitable for accountants advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge..


Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 2 CPD/Training hours.  This webinar has been designed to run for 2 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1.5 hours

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email:

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.
At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RBSJUL18
 Price:   $253.00 (Inclusive of GST)
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