SMSF Benefits - A Review

Price (incl GST)
Members price $165.00
Non-Members price $200.00
Students price $99.00

All delegates must be registered to be able to participate in training and to be eligible to receive qualifying hours.


Introduction/Overview Blurb:
    
How does the transfer balance cap impact how benefits are withdrawn from superannuation? This webinar will cover the different ways super benefits can be accessed and how the transfer balance cap impacts decisions in this area.

Shirley Schaefer will provide attendees with an understanding of when and how benefits can be withdrawn from superannuation, the operation of the transfer balance cap and the tax strategies that exist for superannuation benefits.

Testimonial:

“Shirley’s obvious knowledge of the topic and ability to track and answer each and every question. Clearly impressive presenter. Examples & case studies were also relevant and easy to follow.”

Topics Covered:

Conditions of release/cashing restrictions
How benefits are withdrawn
Transfer balance cap – how it works
Benefit payment strategies to maximise tax concessions

Benefits / learning outcomes:

Participants will an understanding of when and how benefits can be withdrawn from superannuation, the operation of the transfer balance cap and the tax strategies that exist for superannuation benefits.

Recommended For:
    
Advisers, Accountants and auditors that provide SMSF advice to their clients.

Presenter

Shirley Schaefer Shirley Schaefer
National Superannuation Partner
BDO (SA)