Everything you need to know about starting and receiving pensions

Knowledge Test

Knowledge Topics

Everything you need to know about starting and receiving pensions

Whether you’re starting to think about moving into retirement, or you are already earning a pension from your fund, this session will cover everything you need to know, including the newly introduced Transfer Balance Cap. In particular, Peter will cover: starting a pension or making a change to an existing pension, how the Transfer Balance Cap impacts how much you have in pension phase and considerations for effectively managing it using pension drawdown strategies. Peter will also discuss what segregated v unsegregated assets mean for investment and tax purposes, and how your advisor can help with this.

Presenter: Peter Hogan, Head of Education and Technical, SMSF Association

Duration: 55 Minutes

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Peter Hogan, Head of Education and Technical, SMSF Association

Peter Hogan is the SMSF Association’s Head of Education and Technical. He is one of Australia’s foremost SMSF specialists, having worked in the sector over many years. A lawyer by training, he cut his teeth in the ATO before joining some of Australia’s largest financial institutions to work in key superannuation, investment and taxation roles. His enormous industry experience and knowledge, especially as they pertain to tax issues, means he is in constant demand on the SMSF speaking circuit. Away from the world of SMSFs, he is a keen weekend golfer when he is not providing a taxi service to junior sporting events. Peter is an SMSF Association Specialist Adviser and former Chair and National Board member of the Association.

2018-11-13T04:37:54+00:00