Live Webinar: Transition to Retirement Income Streams – Are They Still on the Super Radar?

 

Date:  Thursday 22nd February 2018 – Online:
Vic, NSW, ACT, Tas: 11am to 12.30pm 
SA:  10:30am to 12noon  WA: 8am to 9.30am 
NT: 9:30am to 11am  Qld: 10am to 11.30am

 ABOUT THE WEBINAR
Since last year’s super reforms, many are asking whether it’s still worth having a transition to retirement income stream. The tax perks are no longer there, but there may be other benefits. This session examines the issues, including:

  • The new TRIS arrangements – income and account balance parameters
  • The current status of TRIS pensions - No longer tax based
  • What tax concessions remain under the new arrangements?
  • Change to tax concessions that grant income and CGT concessions
  • What happens when a condition of release is met? Does a TRIS auto convert, or once a TRIS, always a TRIS? Legislative change on TRIS conversion
  • Revisiting conditions of retirement – understanding the boundaries
  • TRIS schemes and estate planning issues

 PRESENTER

Our presenter

Graeme Colley, Executive Manager, SMSF Technical & Private Wealth, SuperConcepts, Sydney

Graeme Colley is the Executive Manager, Technical and High Wealth at Super Concepts where is responsible for its private client program, technical support and education programs.  As a well-known figure in the SMSF community with a long-standing reputation as an accomplished SMSF educator, technical expert and advocate for the sector.

Graeme has been involved in many of the changes that have taken place to the government’s superannuation policy during his career. This has included formulating and developing legislation as well as providing high level technical advice. Prior to Super Concepts, Graeme’s previous responsibilities have included Head of Technical and Professional Standards at the SMSF Association and National Technical Manager for OnePath Australia.  At OnePath he was involved in providing technical advice on superannuation, social security and aged care to its adviser network.  His previous responsibilities have involved the co-ordination of superannuation litigation within the ATO.

Graeme has co-authored a number of books and publications on superannuation. He lectures at the University of Western Sydney in the Masters of Commerce and at the University of NSW as an adjunct lecturer. He also has experience with a number of leading fund managers and consultants.

 WHO SHOULD ATTEND?

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

 CPD CERTIFICATE

Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 1.5 CPD/Training hours.  Lawyers can claim up to 1.5 CPD [CLE] units/points – substantive law.  This webinar has been designed to run for 1.5 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1 hour.

 ENQUIRIES/ASSISTANCE
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: lisa@tved.net.au

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: RBTFEB18
 Price:   $253.00 (Inclusive of GST)
© 2018 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.