Details

Our technical experts have seen it all when it comes to legacy pensions so who better to help you or your client understand what’s possible under the 5 year amnesty that started on 7 December 2024?

We will not only explain what’s possible but also share our tips and traps when it comes to deciding whether or not to wind up an existing legacy pension:

• consequences of winding up a legacy pension - we know the good news but what are the downsides and how can they be minimised?
• timing - we have 5 years, are there circumstances when waiting until closer to the end of the amnesty makes sense?
• optimising tax components for those with large tax free amounts in either their pension or accumulation account
• special issues for legacy pensions inherited from someone else

As always, Heffron can provide not just the rules but also our ideas for making the best of each situation, backed by modelling of countless scenarios to bring you useful ideas and insights. If you need to understand how to deal with market linked pensions (also known as term allocated pensions or TAPs), complying lifetime pensions or complying life expectancy pensions, this webinar is for you.

 

You might also be interested in Part 2 : New reserve rules - opportunities, tips and traps webinar. 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 alone. Click here for more information.

 

Audience

• Accountants
• Advisers
• SMSF members with legacy pensions

 

Accreditation

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

 

Price

Part 1 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 1 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.