You are currently on:

Minimum pension payment requirements - The importance and the implications

Thu, 28 April 2022
1:00 PM - 2:00 PM AEST
Exclusive
By Philip La Greca

Are you aware of the consequences your clients could face for defaulting on their minimum pension payment obligations? 

 
Pension law is complex and, as an adviser, it’s important to be well-versed to protect your clients. This webinar is designed for advisers like you looking for a clear understanding of pensions, so you can confidently provide your clients with the best possible advice.
 
Our SMSF technical expert, Philip La Greca, will help you comprehend what is expected of your clients and get insight into the consequences of failing to meet minimum requirements.

Why must you attend?

  • Learn what happens when death benefit and reversionary pensions are underpaid
  • How complying lifetime, life expectancy and market-linked income streams are treated if there is an underpayment
  • Deep dive into the risks associated with underpaid pensions and how to avoid them

Get in touch today

1300 023 170

You might also be interested in

Mastering Death Benefits and Family Provision Claims - Part 2

This webinar will offer insight into family provision claims under the relevant State legislation as well as the payment of death benefits to help you identify possible solutions for your clients.

2022 Federal Budget update, key insights and more

The Federal Budget was released last night and was met with surprise by many. The Budget's primary focus was on short-term and targeted tax concessions and payments to subsidise those impacted by the increase in the cost of living.

Total Super Balance: What it means and strategies for managing it?

Optimising your clients' total super balances not only ensures they receive concessions they are entitled to but also helps their retirement savings grow faster. Our SMSF experts will share key strategies for maximising the contributions to super.