With significant changes on the horizon, staying ahead in pension planning is more important than ever. This session will equip you with the latest updates and strategies to help your clients navigate the evolving superannuation pension landscape.
From the indexation of the general transfer balance cap (TBC) on 1 July 2025 to the ATO’s revised ruling on pension commencement and cessation, we’ll break down the key implications and uncover valuable planning opportunities.
Join us for a practical deep dive into:
- TBC indexation – key opportunities and common traps to avoid
- Transition to retirement pensions – why they’re still relevant and how to maximise their benefits
- Pension structuring strategies – the power of multiple pension interests and drawdown options
- Death benefit pensions – understanding reversionary vs. non-reversionary options
- ATO’s revised pension ruling – implications for SMSF trustees who fail to meet the pension standards within a financial year
- Legacy pensions and reserves – recent changes and action steps for clients
Walk away with actionable insights to optimise pension strategies and ensure compliance in 2025 and beyond.
