Details

At the same time as introducing a 5 year amnesty to wind up legacy pensions, the Government changed the regulations applying to reserve allocations. The second webinar in our 2 part series - “New reserve rules - opportunities, tips and traps” explains these changes in full and shares our ideas on how best to use these new rules for yourself or your clients.

We will work through:

• what the new rules are and who they impact
• cases that are not countenanced by the new rules and still need to be handled with care
• new consequences when reserve allocations are checked against a contribution cap
• ideas on optimal ways to deal with reserves under the new regime - we share multiple case studies we’ve seen in practice and how they will change in the future
• the special complexities in 2024/25 (when two sets of rules collide)

Again, Heffron’s technical team has deep expertise on not just how reserve allocations work but how to weigh up competing needs and different tax outcomes.

While we are running these webinars together, they won’t both be relevant for everyone. 

The new reserve rules go well beyond legacy pensions - they also impact reserves which came about under entirely different circumstances (investment reserves, anti detriment reserves) and reserves that may have existed for many years. 

Similarly, not all legacy pensions involve reserves - for example, if your only interest is in dealing with a market linked pension, your needs will be met with Part 1 : "Legacy Pension Amnesty - options, tips and traps" alone. Click here for more information.

 

Audience

• Accountants
• Advisers
• SMSFs with reserves

 

Accreditation

• Attendance only – approx. 1.5 hours
• SMSFA, FAAA, Legislated CPD, TPB + eligible CPE with the various accounting bodies

 

Price

Part 2 only | $176 incl GST

Part 1 & 2 | $330 incl GST

 

Inclusions

Attendees are provided with a copy of the slide deck along with the session materials (which can be used as a reference tool). If you are unable to attend on the day, a recorded version is provided to registrants via the event platform within 2 business days of the live event.

 

Discounts

We offer discounts for organisations registering 5 or more employees attending the same webinar. Please contact our events team at events@heffron.com.au for more details.

 

Register for Part 2 only Register for Part 1 & 2

 

By registering for this event you agree to receive communications from any partners we may engage for this event.  If you do not wish to receive these communications please email events@heffron.com.au.

Registering for this event entitles only the registered person to watch the event live or to view the recording. CPD will be provided to registrant only unless a substitute attendee has been agreed more than 24 hours prior to the event. Contact events@heffron.com.au to request any substitute attendee arrangements. Please note that additional fees may be sought should there be unauthorised access to the event, recording or assessment.