On 6th December 2024 the Government registered the Treasury Laws Amendment (Legacy Retirement Product Commutations and Reserves) Regulations 2024 which provide for both:

• the ability to commute certain legacy pensions (Market Linked Pensions and Defined Benefit Pensions); and
• a more flexible way for SMSF members to allocate proceeds from an existing reserve.

With consideration about timing, Social Security, tax and estate planning implications, this upcoming free webinar will work through not only the opportunities that the regulations create but the process to ensure a smooth transition for those who look to wish to commute these legacy pensions and or make allocations from existing reserves.

Hosted by Aaron Dunn and Tim Miller, who has played a significant role in the establishment, administration and winding up of 100s of legacy pensions dating back to 1999, and was part of the Industry consultation on these regulations, this webinar is a great opportunity for any SMSF professional who has clients dealing with these products.

The session will explore the suite of available documents and services to support professionals requiring assistance with these legacy pension clients.

Presenters:

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