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Pensions Strategies post 1 July 2017 (96:36 mins)
FPA CPD 1.5 hours – SMSF – Approval no. 009120 expiring on 25.05.2018
- New $1.6M transfer balance cap and excess transfer balance penalties
- CGT cost base relief (segregated and proportionate methods)
- TRIS issues and removal of tax benefits and Lump sums and minimum pension requirements
- Internal commutations and key issues, actions and strategies pre 30 June 2017
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The online system is so easy to use and I received my documents instantly while my client was still in the office. The online document storage facility meant that I could access all my clients trust deeds online and undertake business anywhere. 
Rakesh Joshi
CPA, FCA-I
Southside Taxation Services
We chose to update all our clients SMSF with trustdeed.com.au and they came to our office and got the job done quickly and efficiently. This saved us valuable staff resources which meant we could continue business as normal. We will continue to use trustdeed.com.au as our preferred supplier.
Philip Ting
B.Comm; FCA, FTIA, ASCPA
Philip Ting & Co.
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