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 Please book me for the seminar on
Wednesday 11.30 am at Cannought Place - 69 Wigram Street Harris Park followed by lunch ()
 
The fee for the seminar is $110 Incl. GST and is tax deductible (Plus Travel).
 
  Once you pay – a confirmation email will be sent along with tax deductible invoice
 
  • With clients demanding to switch their accounts to pension phase in their Self Managed Super Fund as soon as they are eligible, there is a demand from SMSF professionals to be able to advice clients on many complex issues which must be considered before an Account Based Pension can be commenced. This seminar is for those trustees and advisors who want to help their client’s to maximize their retirement benefits by reducing their over all tax payable. This 1 ½ hour information packed seminar will include practical examples and must not missed by those who are considering moving to pension phase or are already in pension phase. The seminar will be followed by an informal lunch (or dinner) with the speakers who will equip you and satisfy your clients SMSF legal & compliance needs. We present a great opportunity for trustees and their advisors to learn interesting SMSF Strategies that can be structured to maximize their retirement benefits. Some of the Strategies which will be covered at the seminar are :-
  • When & How to convert accumulation account to pension phase of SMSF member – Account Based Pensions – Step by Step process – what happens to un-realized capital gain on assets when a member moves to pension phase;
  • What are the Pension conditions as per SIS Act and Regulations;
  • What are the various components of pension amount and how to calculate purchase price of pension if superannuation interest contains Pre 1983 component;
  • How does Transition to retirement pension (aka TRIP) works and how to tweak the correct amount of salary sacrifice amount for the client;
  • Need for Actuarial Certificates whilst member is on TRIP to claim a deduction for current exempt pension income;
  • Reversionary Pensions Vs Anti-detriment payments – which option is better for your clients;
  • How to report pension accounts in Financial statements and how does proportionate rule works;
  • How to document account based pensions in case of ATO audit in your claim for deduction against current exempt pension income – Explanation of documents required;
  • What must the clients do, before they turn 65 years including lump sum payments and re-contribution strategies; Segregated and non-segregated asset strategies;
  • What happens in case of death of the pensioner; Common questions and answers arising when moving to pension phase; Audit Issues of pension funds
  • Each attendee will be given full comprehensive notes including worked out examples + a credit note for one SMSF worth $110. Seminar has been submitted with SPAA for CPD credit points.
  Manoj Abichandani – Tax Agent SMSF Specialist Advisor (SSA) SMSF Specialist Auditor (SSAud)

Manoj has worked in SMSF industry for the past 21 years as a tax agent, accountant and Auditor. Currently he audits Self managed super funds and consults as SMSF Specialist Advisor to other accountants. He has helped over 5000 trustees to set up their own funds and currently audits more than 400 funds each year for various accounting firms which puts him in the top 54 SMSF Auditors (as per ATO) in Australia.
He develops SMSF strategies and advises trustees & practicing accountants on complex SMSF matters. He has helped more than 500 members of SMSF to move to pension phase and is probably the most experienced advisor in this field.
 
 
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