86914
Recorded Webinars
Recorded Webinar: SMSFs, Aged Care and Retirement Planning
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:
PRESENTED BY
Louise Biti
Aged Care Steps
PRESENTED BY
Natasha Panagis
AIA
Date/Time
About the Webinar
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
Presented By
Louise Biti
Aged Care Steps
Natasha Panagis
AIAWho Should Attend?
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..
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: [email protected]