Recorded Webinar: SMSFs, Aged Care and Retirement Planning


26th July 2018

Duration:  approx. 2 hours

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..

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:
Product Code: WBSJUL18
 Price:  $253.00 (Inclusive of GST)
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