Pensions & Pension Strategies - June 2023 (3 Hours of CPD) 1.5 Hours CPD Real-world case studies & ATO

Real-world case studies & ATO guidance to clarify tricky scenarios

Traps and pitfalls associated with providing entertainment for clients and employees

ATO Data Matching On Residential Loans From Financial Institutions

Key requirements for a valid trust structure at law

This Masterclass is a practical case study dealing with the GST implications of:

Pensions & Pension Strategies - June 2023 (3 Hours of CPD) 1.5 Hours CPD Real-world case studies & ATOPensions inside super have become a lot more complicated since 2017. It used to be very simple. All your money was in a pension but now can't all be in a pension. There are transfer balance accounts, T bar reporting, etc. We will cover all the rules around pensions, when you have to report, what the impacts are on your transfer balance account, etc. Eg, what is the impact on a child's transfer balance account when a parent leaves them a death benefit