Acccurium education
   <  Back to Accurium

TRIS strategies and pitfalls

23 Oct 2024 2:00PM – 3:15PM AEDT
Income streams/pensions

$160.00 +GST

Audience

This training is recommended for: 

  • All practitioners working with SMSFs/tax 
Audience

Learning outcomes

On completion, participants will be able to: 

  • Understand the requirements of running a TRIS 
  • Understand the implications on failing the minimum pension when running a TRIS 
  • Identify tax advantages of running a TRIS, through a contribution strategy 
  • Understand the implications to the members transfer balance account when a TRIS converts to retirement phase.
Learning outcomes

Relevancy

This event will be presented live 23/10/2024.

Relevancy

CPD hours

If claiming CPD hours, this course provides 1.25 Legislated CPD hours, the breakdown is as follows: 

  • Tax (financial) advice: 0.75 CPD hours
  • Technical competence: 0.50 CPD hours
CPD hours

Save 10%
This webinar is part of an exclusive three-part series focused on mastering pensions in SMSFs. Each session in the series is designed to provide valuable insights and guidance.

Find out more

In this session we will cover the options available to a member once they have met preservation age. If the member decides to commence a TRIS we will cover when this could be beneficial and ways in which this could help an individual contribute more to superannuation in a tax effective way. 

We will also discuss the rules in relation to TRIS’s and common issues we see arising when a TRIS is not managed correctly. 

We will also discuss what you need to consider for clients who are running a TRIS once they met a condition of release. 

Registration includes:

  • 1.25 hour live online event with opportunity to ask questions of the presenter 
  • 1.25 accredited CPD hours from the SMSF Association
  • Access to recording and materials available to access for 3 months after the event 
  • Reference guides, slides and case studies 
Natalie circle

Presented by

Natalie Scott
Superannuation Adviser
Accurium
SMSF-Association-Accredited-Educator-Logo-2020-2.jpg
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 General Terms and Conditions can be accessed here.
Accurium-logo-PNG2.png
Sign up to newsletter
Facebook Twitter Linkedin
Copyright © 2023 Accurium Pty Limited. ABN 13 009 492 219