TRIS rules and strategies for SMSF clients

$150.00 +GST

954 in stock

From 1 July 2017 the rules for transition to retirement income streams (TRIS) changed and some have said this reduced the relevance of a TRIS for SMSF clients. This webinar will explain the two phases of TRIS you can have in an SMSF, the rules for commencing and running a TRIS including key pitfalls to watch out for, and case studies of strategies for how you can still use a TRIS in an SMSF to improve client tax and retirement outcomes.


Presented by

Melanie Dunn
Terms and Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The Accurium – General Terms and Conditions can be accessed here.