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Unlocking superannuation – The conditions of release and taxation

16 Oct 2024 2:00PM – 3:15PM AEDT
Retirement strategies

$160.00 +GST

Audience

This training is recommended for: 

  • All practitioners working with SMSFs and APRA regulated super funds 
Audience

Learning outcomes

On completion, participants will be able to: 

  • Understand the retirement condition of release and how to apply this to their clients’ unique circumstances 
  • Understand when clients might be able to access superannuation to help with unforeseen events 
  • Determine whether superannuation can be accessed by a lump sum or income stream (or both) 
  • Explain the taxation implications of superannuation withdrawals and pension payments to your clients 
Learning outcomes

Relevancy

This event will be presented live 16/10/2024.

Relevancy

CPD hours

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

  • Technical competence : 0.5 CPD hours
  • Regulatory compliance and consumer protection: 0.5 CPD hours
  • Tax (financial) advice: 0.25 CPD hours
CPD hours

Preservation age has been increasing. Combine this with the growing number of Australians who regularly change jobs, are self-employed, working as contractors or engaging in part time work understanding the retirement condition of release is trickier than ever.

In this interactive case study based webinar we will cover the nuances of the retirement condition of release and help you identity opportunities to assist your clients to access superannuation funds or move their superannuation into the tax effective retirement phase.

We will also dive into some of the lesser known conditions of release that may help your clients access much needed funds should injury, illness or other unforeseen circumstances arise prior to retirement.

The taxation implications of accessing super can vary depending on age and the relevant condition of release. We will also cover the taxation implications to help you provide guidance to your clients before they make a decision to access superannuation.

 

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 
Jason-circle

Presented by

Jason Hurst
Technical Superannuation Adviser
Accurium
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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.
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