In the next edition of our SMSF online masterclass series for 2024, SMSF specialists, Aaron Dunn and Tim Miller delve into the payment of super income streams and other benefit payments from a SMSF.  Using the case study of the Malthouse family and Little Brewers Super Fund, they will be dissecting a range of key benefit payment issues, including transition to retirement, account based pensions, disability income streams and death benefit pensions.

This 3-hour masterclass (providing 4 CPD hours) will cover:

• Transition to Retirement Income Streams (TRIS): Understand the nuances of TRIS payments, including eligibility requirements, contribution rules, and tax implications. Learn how to optimize TRIS strategies to maximize your retirement income.
• Account-Based Pensions (ABP): Master the critical steps in structuring ABPs, from determining payment frequencies to managing investment portfolios. Discover effective strategies for ongoing ABP management to ensure a sustainable income stream.
• Temporary Incapacity and Income Streams: Explore the options available for managing income streams in the event of temporary member incapacity. Understand the legal and practical considerations to ensure continuity of payments.
• Death Benefits and Income Streams: Navigate the complexities of death benefit pensions, including the differences between reversionary and non-reversionary income streams. Learn how to effectively manage death benefit payments in compliance with SMSF regulations.

Attendees of the SMSF online masterclass will receive a detailed answer booklet to the case study activities. 

CPD Regular & CPD Business Members

Please note that CPD subscription holders will receive an email from Smarter SMSF to enrol in this upcoming event approximately 1-2 weeks prior to the masterclass. This event is included for members who holds a CPD Regular or CPD business subscription.

Not a member?

Take advantage of our CPD subscriptions and save on accessing the SMSF masterclass events and a range of other CPD training throughout the year.

If you’re looking to up your knowledge around property strategies and issues for SMSFs, then this masterclass is for you!

Presenters